Portfolio Margin help

[Finderofgems]

Staying with TD. Thanks

 

[Robert Morse]

If you do not plan on using margin, why apply for a PMA? Just use a REG-T Margin account.

Hi Thank you. However, I don't plan on using nor do I need a margin. TD is requiring it as part of my overall portfolio. Anyone successfully taken this test? Thanks again

 

[Finderofgems]

They said it's required. Thanks and good luck.