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There are no restrictions from trading securities with special maintenance requirements as long as the requirement can be met.įor more information on Concentrated Positions (hyperlink to page) or contact a Margin Specialist at 87 ext 1. These higher-risk positions may include lower-priced securities, highly concentrated positions, highly volatile securities, leveraged positions and other factors. Typically, they are placed on positions held in the account that pose a greater risk. Some securities have special maintenance requirements that require you to have a higher percentage of equity in your account in order to hold them on margin. Likewise, you may not use margin to purchase non-marginable stocks. Non-marginable stocks cannot be used as collateral for a margin loan.

However, concentrated positions and certain stocks may have special requirements between 35% and 100%. Your account may be subject to higher margin equity requirements based on how market fluctuations affect your portfolio.īelow are the maintenance requirements for most long and short positions. This adjustment can be done on an individual account basis as well as on a stock-by-stock basis, depending on a stock's trading volatility and other factors. These requirements dictate the amount of equity needed in an account in order to hold and create new margin positions.Īll broker/dealers, including TD Ameritrade, Inc., reserve the right at any time to adjust minimum maintenance requirements.

In accordance with the rules of the exchanges, TD Ameritrade places “Initial and Maintenance” margin requirements on accounts. How are Maintenance Requirements on a Stock Determined?

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