How to Find Margin Requirements for Stocks and ETFs
Here’s a summary of the main problem and solutions discussed in the conversation:
- Main Problem: The user wants to know if there is a way to see margin requirements for stocks and ETFs directly in the portfolio overview, watchlists, or research & quotes, instead of only through the margin calculator in a pop-out window.
- Solution Provided: Currently, the only way to view margin requirements is through the margin calculator, which allows users to simulate hypothetical trades and understand how their balances will be affected.
- Additional Information: The margin calculator can be accessed by navigating through “Accounts & Trade” to “Account Positions” and then selecting the “Balances” tab, where it is listed under Additional Resources.
- Finding Margin Requirements: The margin calculator also takes into account additional Rules-Based Requirements (RBRs) that may impact margin requirements.
- Active Trader Pro: The user later discovered that the margin calculator is also available in Active Trader Pro, confirming its accessibility in that platform.
This conversation highlights the current lack of direct visibility for margin requirements outside of the margin calculator, while also providing clear guidance on how to access it through different platforms.
Here’s the full thread
Is there a way to see the margin requirements for stocks and ETFs in the portfolio overview, watchlists, or in research & quotes?
I’ve only been able to see it when using the margin calculator that’s in a pop out window.
Thank you for reaching out to us @kennyisnotdead!
It sounds like you are already aware of viewing margin requirements on the margin calculator. At this time, that is the best and only way to view your margin requirements. It will allow you to mock up hypothetical trades and price movements, so you will know how your balances will be affected. You can access the margin calculator by following these steps on Fidelity.com (login required):
1. Choose “Accounts & Trade” then “Account Positions”
2. Click the “Balances” tab
3. Under Additional Resources, click “Margin Calculator”
Within the margin calculator, you can view your margin balance for the positions you own and enter a potential trade to find the margin impact and requirement for the hypothetical trade.
Please keep in mind that there may be additional Rules-Based Requirements (RBRs) based on concentration or other factors that impact what the margin requirement will be. The margin calculator will take RBR into consideration for you.
You can learn more about margin trading requirements using the link below.
Meeting the requirements for margin trading: https://www.fidelity.com/learning-center/trading-investing/trading/meeting-requirements-margin-trading
Margin at Fidelity: https://www.fidelity.com/trading/faqs-margin
Let us know if you have any additional questions. 🟢
Thank you for all that info! Last question is the margin calculator or requirements available in active trader pro?
I found it in active trader pro it opens a new window. Thanks again!
Thanks for the update, @kennyisnotdead! Feel free to let us know if we can help with anything else. 🟢