How do I downgrade from a Portfolio Margin type account to a Reg T Margin type account?

CHANGE ACCOUNT TYPE

Accounts with Portfolio Margin capabilities can use the button above or follow the below procedure to downgrade their account to a Reg T Margin account:

  1. Log in to Client Portal
  2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings
  3. Under Account Settings find the Account Configuration section
  1. Click Account Type to request a downgrade from "Portfolio Margin" to "Margin".

Additional Information

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