[IB beginner] where would I find the amount of interest for equity holding?

Dear-

My screen for IB portfolio shows red-colored "USD CASH", which means I did not spend all the cash for holding some equity. Therefore IB gave me a loan of 8K for me.

Which menu in IB can I find the amount of interest paying (which stock, how long, how much)? Also how and where can I see all for the yearly record, such as whole 2015?

Thanks in advance.

-Jay
 
Dearest,

if i recall - RED :caution: actually means you need to fund you account, in that amount
[i could be wrong, but i think it's basically a Margin Call]

if it's just a margin Loan, i think IB has a standard interest rate for that
[the rate should be on their homepage somewhere]

marc
:(
 
YW. As per your second question, go to Account Management module in IB's webpage:
upload_2016-2-15_11-47-0.png


Then go to Reports and choose the following options:
upload_2016-2-15_11-51-12.png


You may try other statements types. Default and Legacy Full may be the most complete.
upload_2016-2-15_11-52-34.png


Not sure if these show the exact information you are looking for, but IMO these are the closest.

Good luck!
 
Back
Top