Portfolio Trading

Lower portfolio margin requirements. Greater leverage in your account.

Get more trading leverage, diversify your account, hedge risk, and potentially seize market opportunities with portfolio margin. Designed to offer lower margin requirements and increased account leverage, portfolio margin may potentially lead to greater returns. Of course, greater loss is also possible. But the goal is to align margin requirements with your portfolio's overall risk, based on the net exposure of all positions, and not just on individual positions. Portfolio margin is available to qualified investors who meet our minimum requirements and have $100k or more in total equity.

As a client, you'll gain access to all of our trading tools, including the advanced thinkorswim platform. If you are leveraging portfolio margin to diversify, hedge risk, and potentially lower margin requirements in your qualified account, only the web platform displays portfolio margin* requirements using a theoretical pricing model. Plus, you'll receive 24/7 account support and free access to trading specialists with floor trading experience to help you execute your strategies.

Portfolio Margin Minimum Requirements

Web trading plaform

While regular cash-brokerage accounts limit your trading to the amount of money available in them, a margin account gives you the ability to borrow money—potentially increasing your securities buying power by as much as 75%. A Lumentrades account that’s approved to trade on margin must have:

  • Each account must have an initial net liquidating value of at least $100,000
  • Smaller accounts cannot be combined to meet the $100,000 requirement
  • Available only to margin accounts