Where can I view my Available for Trading Information?

Instructions

The Available for Trading values show you the state of your account at a glance. Your Available Funds tells you if you can put on a trade. Your Excess Liquidity tells you whether you have sufficient cushion to maintain your current positions, your Buying Power tells you how much you have at your disposal including your equity and IB's margin.

From the Portfolio page click the Balances tab and scroll down to seeAvailable for Trading.

The available for trading menu.

Account Parameter Securities Commodities Crypto at Paxos
Current Available Funds Equity with Loan Value - Initial margin. This value tells what you have available for trading. Net Liquidation Value - Initial Margin  
Current Excess Liquidity This value shows your margin cushion, before liquidation. Equity with Loan Value - Maintenance margin. Net Liquidation value - Maintenance margin.  
Post-Expiry Excess (predicted)

Provides a projected "at expiration" excess liquidity value based on the soon-to-expire contracts in your portfolio. Value displays at expiration and are highlighted in red. All other times the value is "0". The projected value in this field includes the anticipated account value including the expiring contract.

Note that in a Portfolio Margin (PM) account, the margin requirement is calculated on a portfolio basis and, likewise, the Expiration Exposure is calculated on a portfolio basis. So while Expiration Exposure is displayed here on a per product basis, the account's overall expiration exposure will not necessarily be additive.

 Provides a projected "at expiration" excess liquidity value based on the soon-to-expire contracts in your portfolio. Value displays at expiration and are highlighted in red. All other times the value is "0". The projected value in this field includes the anticipated account value including the expiring contract.  
Special Memorandum Account Line of credit created when the market value of securities in a Reg. T account increase in value. N/A  
Look Ahead Available Funds This value reflects your available funds at the next margin change. The next change is displayed in the Look Ahead Next Change field. Equity with loan value - look ahead initial margin. Net Liquidation value - Look ahead Initial margin.  
Look Ahead Excess Liquidity      
Overnight Available Funds Same as during regular trading hours. Net Liquidation value - Overnight Maintenance margin  
Overnight Excess Liquidity Same as during regular trading hours. Net Liquidation value - Overnight Maintenance margin.  
Buying Power

Cash Account: Minimum (Equity with Loan Value, Previous Day Equity with Loan Value)-Initial Margin

Standard Margin Account: Minimum (Equity with Loan Value, Previous Day Equity with Loan Value) - Initial Margin *4

 Not applicable for futures.  
Leverage Gross Position Value/Net Liquidation. Same as for securities  
Look Ahead Next Change Shows you when the next margin period will begin. Same as for securities  
Day Trades Left

Number of day trades still available for 4-day pattern day trader period.

 

IMPORTANT NOTE

Changes to Pattern Day Trading Rules

FINRA has adopted new rules replacing the existing Pattern Day Trading (PDT) requirements with updated Intraday Margin Standards.

  • The $25,000 minimum equity requirement for pattern day traders is being removed. Clients will still be subject to the standard Reg T $2,000 minimum for trades using margin or short sales.

  • Under the new framework, in certain circumstances trades that reduce your account's excess liquidity may create an Intraday Margin Deficit ("IMD").

  • IMDs must be satisfied as promptly as possible and ideally within 3 business days.

  • Failing to satisfy an IMD on 4 or more occasions within a 12-month period may result in a 90-day trading restriction across all your associated margin accounts.

  • Your account may still be subject to existing PDT rules during FINRA's transition period, which ends in October 2027.

Additional information is available in our FAQs.

 Not applicable for futures.  

 

Additional Resources