Margin trading is an effective way to amplify your investment returns, but it's important to work with a broker that can provide competitive rates and flexible terms. That's where Planner Securities comes in.
Our Margin Rates program is designed to allow you to leverage your investment capital and achieve your financial goals. Whether you're an experienced trader or just starting out, our Margin Rates program can help you take your investments to the next level.
With flexible terms and rates, our Margin Rates program is tailored to meet your unique investment needs. We offer different ranges to suit different trading strategies, allowing you to customize your investments for maximum returns.
At Planner Securities, we pride ourselves on providing our clients with the best possible trading experience. Our Margin Rates program is just one example of how we're working to help you achieve your investment goals.
To learn more about our Margin Rates program, including eligibility requirements and current rates, consider the table below:
| Balance | Rate Calculation | Effective Rate |
|---|---|---|
| $0.1 ~ $9,999 | PBR + 3.00% | 11.00% |
| $10,000 ~ $49,999 | PBR + 2.75% | 10.75% |
| $50,000 ~ $99,999 | PBR + 2.50% | 10.50% |
| $100,000 ~ $249,999 | PBR + 2.00% | 10.00% |
| $250,000 ~ $499,999 | PBR + 1.50% | 9.50% |
| $500,000 ~ $999,999 | PBR + 0.50% | 8.50% |
| $1,000,000+ | PBR | 8.00% |
Planner Base Rate (PBR) is 8%. Margin Rates effective as of 3/1/2023.
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Online trading has inherent risk due to system response and access times that may vary due to market conditions, system performance, and other factors. An investor should understand these and additional risks before trading. Carefully consider the investment objectives, risks, charges and expenses before investing. All investments involve risk and losses may exceed the principal invested. Past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Planner Securities is a discount broker that provides self-directed investors with brokerage services, and does not make recommendations or offer investment, financial, legal or tax advice.
Options trading involves risk and is not suitable for all investors. Options trading privileges are subject to Planner Securities’ review and approval. Please review the Characteristics and Risks of Standardized Options brochure before you begin trading options.
Investors should consider the investment objectives, risks, and charges and expenses of a mutual fund or ETF carefully before investing. Leveraged and Inverse ETFs may not be suitable for long-term investors and may increase exposure to volatility through the use of leverage, short sales of securities, derivatives and other complex investment strategies. A mutual fund or ETF prospectus contains this and other information and can be obtained by emailing trading@plannersecurities.com
Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. The Margin Disclosure Statement and Agreement (PDF) is available for download, and contains information on our lending policies, interest charges, and the risks associated with margin accounts.
See our Pricing page for detailed pricing of all security types offered at Planner Securities. All prices listed are subject to change without notice.
Any specific securities, or types of securities, used as examples are for demonstration purposes only. None of the information provided should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security.
This is not an offer or solicitation in any jurisdiction where Planner Securities is not authorized to conduct securities transaction.
System response and access times may vary due to market conditions, system performance, and other factors. Planner Securities LLC and its affiliates do not provide tax advice, and you always should consult your own tax adviser regarding your personal circumstances before taking any action that may have tax consequences.
