【IB交易者词汇】投资组合保证金账户（Portfolio Margin Account )

中文释义

盈透证券的一种账户类型，保证金账户支持通过借入进行股票交易，股票卖空，期权交易，期货/期货期权交易，货币兑换以及多种货币计价的证券/商品交易。

以下规则适用于投资组合保证金账户：

保证金要求是基于风险进行计算的。

一个账户的净清算价值必须至少为110,000美元（或等值美元）才有资格获得投资组合保证金账户。

现有客户可以随时在账户管理中申请升级为投资组合保证金账户，在获得批准后您的账户将升级。

盈透证券新客户可以在开户流程中申请投资组合保证金账户。如果您的账户跌至100,000美元以下，您将无法进行任何保证金增加的交易。因此，如果您不打算在账户中保持至少100,000美元，则不应申请投资组合保证金账户。

下载 (28.27 KB)

2018-5-5 16:10

英文释义

An Interactive Brokers account type that supports borrowing to support equities trading, shorting of equities, options trading, futures/futures options trading, currency conversions and securities/commodities trading in multiple currency denominations available.

The following rules apply to a Portfolio Margin Account:

Margin requirements are calculated based on a risk-based calculation methodology.

An account must have at least USD 110,000 (or USD equivalent) in Net Liquidation Value to be eligible for a Portfolio Margin account.

Existing customers may apply for a Portfolio Margin account in Account Management at any time and your account will be upgraded upon approval.

New Interactive Brokers customers can apply for a Portfolio Margin account during the registration system process. If your account drops below USD 100,000 you will be restricted from doing any margin-increasing trades. Therefore, if you do not intend to maintain at least USD 100,000 in your account, you should not apply for a Portfolio Margin account。