Margin

Determine when you are using margin (borrowing money) and how it is calculated.

How do I calculate margin interest?
What does being on margin mean? First of all, what does “being on margin” mean? When “you’re on margin,” it means that you’re borrowing money to purchase s...
What Affects an Account’s Cash Balance?
Your cash balance is one component to your account's net liq. However, if you are wondering how different types of positions can affect your cash balan...
How do I know if I am on margin (borrowing money)?
To check if your account is on margin (or borrowing) money, just check your cash balance. You can view your balances by clicking the blue Balances drop drow...
What is maintenance excess?
Maintenance excess is the amount of excess cash and/or equity outside of your maintenance margin requirements. This tells you how close you are to a mainten...
What is starting day trade buying power?
Starting Day Trade Buying Power is your account's maintenance excess at the close of the previous day. Unlike maintenance excess, starting day trade bu...
Does tastyworks offer portfolio margin (PM)?
We are targeting to release portfolio margin to individual margin accounts in Q3 of 2019. Eligibility requirements for PM will become available the closer w...
Where can I see my cash balance?
You can view your account's cash balance inside each trading platform. Desktop Platform Web browser Platform Mobile Platform To learn how positio...