FAQs  >  Topic: Account Management

How do I convert from a cash account to a margin account?

To change your account from a cash account to a margin account, please complete and submit the Margin Agreement Conversion Form . This can be submitted via scan/email, fax, or mail. The conversion is typically completed within 2-3 business days.

Please note the following:

  • All open orders will be cancelled.
  • The account cannot have more than 3 open Cash Substitution Calls/Good Faith Violations.
  • The account may be restricted from trading while the type change is in process.
  • All funds & trades must be settled.