Q: mechanics of IB maintenance margin/excess liquidity

Hey thanks for your reply. I am only trading stocks. Some have high margin requirements though, especially for short positions.
Hmm then that is a little bizarre. Margin should not change that much. Just tell them your positions and ask why the individual stock changed.
Usually this is done with an advance announcement
 
Dear xxxx,

This is a portfolio margin account and the margin requirements can and will change depending on the changes to the risk of holding the positions in the account. IBKR receives new margin requirements from the OCC every evening. Do you have a specific questions about a date or margin requirement for a specific position?

Regards,

Tom S.


Got this response from IB

What I did was talk to them live. They can see your account and I showed them to check the portfolio margin on some of my calls. They could see that the margin on the calls was too high and the margin on the sold calls was also wrong.
 
What I did was talk to them live. They can see your account and I showed them to check the portfolio margin on some of my calls. They could see that the margin on the calls was too high and the margin on the sold calls was also wrong.
Err so you are trading options?!
 
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