Need help with Portfolio Margin Test

[ajacobson]

CYA concerns - some firms won't even make them available to trusts unless specifically included.

 

[Robert Morse]

Is this Apex Clearing?

 

[Old Fisherman]

ajacobson: they sent me an invitation to upgrade so I imagine they will accept that the account is in a family trust. Robert: It's like an old Apex Clearing test that I saw but it doesn't indicate TDA or Apex, if that's .

 

[Robert Morse]

Who is the broker that gave you the test?

 

[ajacobson]

Either way, you'll be getting a new sheriff next year and PM among other things hasn't been a staff favorite.

 

[Old Fisherman]

Sterlin with TDA

 

[Robert Morse]

I'm not sure what Sterlin is. Maybe post the question and instead of asking for the answer, ask for help to understand the answer. Or, tell us what you think the answer is and why.

 

[Old Fisherman]

Sterlin is my account advisor/contact person at TDA. Thank you for your suggestion. I'll try your suggestion tomorrow.

 

[Robert Morse]

Then maybe you can discuss the questions with Sterlin and ask him for help.

 

[Old Fisherman]

right