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Margin Trading - Products & strategies

Overview

In this course you will learn about Fidelity’s margin products and how they may help you achieve your investment goals. In addition we’ll show you a variety of trading strategies that utilize margin. With an improved understanding of what is available in terms of products and strategies you can make a well informed decision if these may help you achieve your trading objectives.

Objectives

When you complete this course, you will:

  • Be familiar with Fidelity's three margin products
  • Understand the potential benefits and risks involved with margin trading
  • Be able to make a well informed decision if these products and strategies are right for you
Course Outline
Title Type Highlight
1. Fidelity’s margin offering Video
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Let's get started by learning about Fidelity's margin products. We'll highlight some of the key differences and considerations to weigh before deciding which one may be right for you.

Let's get started by learning about Fidelity's margin products. We'll highlight some of the key... More
2. Short selling Video
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Short selling offers the opportunity to sell a stock at a higher price, and then buy it back at a lower price in the future. This short video will show you how the short sale process works.

Short selling offers the opportunity to sell a stock at a higher price, and then buy it back at a... More
3. About short selling Article
This lesson digs deeper into some of the potential benefits and risks involved with this strategy.
4. Day trading: Strategies and risks Article
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If you are considering day trading keep in mind that brokers are mandated by law to require day traders to have $25,000 in their accounts at all times.

If you are considering day trading keep in mind that brokers are mandated by law to require day... More
5. Multi-leg options strategies Video
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Multi-leg options offer the flexibility to allow you to customize your risk and profit potential. Learn more about options strategies in our Options Strategy Guide.

Multi-leg options offer the flexibility to allow you to customize your risk and profit potential.... More
6. Trader, know thyself Article
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In the end, learning about you (how to better handle emotions such as fear and greed) is by far the most important aspect of becoming a successful and consistently profitable trader.

In the end, learning about you (how to better handle emotions such as fear and greed) is by far the... More

Want more?

Understanding the benefits and risks of margin

  • By Fidelity Learning Center

Avoiding and managing margin calls

  • By Fidelity Learning Center

Margin trading entails greater risk, including, but not limited to, risk of loss and incurrence of margin interest debt, and is not suitable for all investors. Please assess your financial circumstances and risk tolerance before trading on margin. Margin credit is extended by National Financial Services, Member NYSE, SIPC.

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