How can I check if I have a margin type account?

Your account type (Cash, Margin or Portfolio Margin) can be found in the Account Information section (next to Account Capabilities) of your activity statements. To access recent statements: Log in to Client Portal/ Account Management Select Reports followed by Statements. The Run a statement section will default to the most up to date statement. Select any parameters you wish to change (such as Format) and click the green Run Statement button to initiate the statement. You can find additional information on the Account Information section in our Reporting Users' Guide. See also: How do I upgrade my account to use margin or Portfolio Margin?

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