How can I view my margin requirements in Client Portal?

Q: How can I view my margin requirements in Client Portal?

VIEW MARGIN REPORTS You can see your real-time as well as the end-of-day margin requirements in Client Portal. To see your real-time margin requirements: Log into Client Portal. Click the Portfolio menu followed by Positions. In the upper part of the window you will see the account number, its Net Liquidation Value and P&L. Click on " Details + " on the right side of this area to expand the section and see more details about the account's balances and margin requirements. Use the button above or follow the below procedure to see the end-of-day snapshot margin requirements at 16:15 EST in your Margin Report: Log into Client Portal. Click the Performance & Reports followed by Other Reports under Reports. Select Margin , edit the date, and click RUN . The Margin Report is generated as a daily account snapshot around 16:15 EST and will not be an accurate reflection of the real time margin requirements for the following day during trading hours. Visit the Client Portal Users' Guide to find out more about viewing your Portfolio and Margin Reports . To see a real-time projected change in the account's margin requirements, use the Preview Order/Check Margin Impact feature when placing an order in TWS.

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Accepted Answer

VIEW MARGIN REPORTS

You can see your real-time as well as the end-of-day margin requirements in Client Portal.

To see your real-time margin requirements:

Log into Client Portal.
Click the Portfolio menu followed by Positions.
In the upper part of the window you will see the account number, its Net Liquidation Value and P&L. Click on "Details +" on the right side of this area to expand the section and see more details about the account's balances and margin requirements.

Use the button above or follow the below procedure to see the end-of-day snapshot margin requirements at 16:15 EST in your Margin Report:

Log into Client Portal.
Click the Performance & Reports followed by Other Reports under Reports.
Select Margin, edit the date, and click RUN.

The Margin Report is generated as a daily account snapshot around 16:15 EST and will not be an accurate reflection of the real time margin requirements for the following day during trading hours.

Visit the Client Portal Users' Guide to find out more about viewing your Portfolio and Margin Reports.

To see a real-time projected change in the account's margin requirements, use the Preview Order/Check Margin Impact feature when placing an order in TWS.