Log Into Your Account
Now Available: Margin Borrowing
We are pleased to introduce margin borrowing, with support for fractional share investing, at margin interest rates at least 2% better than Charles Schwab's and TD Ameritrade's published rates as of December 2nd, 2019. All rates are subject to change.
If you have clients who would benefit from margin, you can begin to enable their account for margin by clicking Enable Margin on the client Settings page and following the instructions that appear.
We also updated the cash interest rate formula in our Customer Agreement, effective September 30, 2019, as well as our margin terms.
Lastly, we have updated our Tax Football screen with a new color scheme. Please let us know what you think.