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Yeah it's above my pay grade too LOL. Thank you for your help!

Thanks Robert! I really appreciate the quick response. I'm above SPIC limits with my account. I'm getting really hung up on these particular risk disclosure statements. Will you please walk me through those as well? has a lien on all long positions in a portfolio margin account, including...

I'm applying for portfolio margin at a broker. I'm trying to understand their risk disclosure statement. I completely understand the margining rules behind PM. What I don't understand is this: Why there is greater risks of having a fully paid account in portfolio margin instead of another...

I'm going to re-write my question in a new thread so it's more clear.

Exactly.

The second.

I have a very large buy & hold portfolio that's fully paid for on regular Reg-T margin account. 99% the time I don't have a debit balance or have any margin requirements. However, I want to start borrowing on it for liquidity needs at time without incurring capital gains, such as say a down...

Thanks for the gold suggestion! I'll take a look into that. I'm not running my entire portfolio on this - I can meet a 100k-200k margin call easily. I have about 200k annual after tax take home pay and my expenses are around 45k a year. Yes it'll hurt but I'm young, 27 years old, and can...

I was mostly wanting to get away from ToS/TDA due to the 8.50% effective margin rate I was considering running the strategy with. After reading up a lot more on how IB in the past handled liquidation issues I think I'll just stay at TDA and finance my leverage through shorting box spreads on...

I signed up for a free IB account as I'm considering opening a portfolio margin account. Since I haven't funded it yet I'm on Reg-T. I'd like to play around with portfolio margin on the paper account before making the decision to transfer over 110k+. Is it possible to set the paper account to...

I'm currently running a risk-parity and correlation trading strategy portfolio that is 55% UPRO and 45% TMF with monthly re-balancing. I'm considering running an algorithmic leveraged version of this portfolio using Portfolio Margin using QuantConnect.com. I'd be re-balancing the portfolio daily...