Use the button above or follow the below procedure to request an upgrade to a Margin account type:
- Log in to Client Portal
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings
- Under Account Settings find the Account Configuration section
- Click Account Type to request an upgrade from Cash to Margin
- Click on Continue and complete the steps presented
Please Note
- Portfolio Margining generally provides for greater leverage, accounts must report minimum net liquidating equity of at least USD 110,000 to qualify for this margin treatment and USD 100,000 in order to enter margin increasing transactions.
- Requests will be reviewed by the IBKR Risk and Compliance Departments. Approval typically takes 24 to 48 hours.
- If you recently downgraded your account from Margin to Cash, market regulations require a waiting period of 30 days before your account becomes eligible for Margin again.
- If your account type is not eligible for margin, the option to upgrade to margin will not be displayed.
Additional Information
- Changing your account type in the Client Portal Users' Guide.
- How do I downgrade from a Margin to a Cash account?