Margin Calculator Step-by-Step Instruction

Introduction to the Margin Calculator

There are two ways to use this tool from the margin calculator homepage:

  1. Enter a hypothetical transaction based on your current positions.
  2. Enter price changes for individual positions or your entire portfolio.

If you're new to Margin Calculator, you can also take a tour with step by step instructions and other useful tips to help you get the most from the tool.

For illustrative purposes only

The Margin Calculator has different sections:

  • Links. You can navigate to different sections of the tool by clicking the links at the top of the page.
  • The Worksheet. In the worksheet area, you can enter up to five hypothetical transactions, including stock and single or multi leg option trades, deposits or withdrawals to see their impact on your margin requirements and balances.
  • Positions and Balances. Your account positions and balances are shown here. Once you finish modeling your hypothetical transactions or price changes and click Calculate, your positions and balances will reflect the impact.

Margin credit is extended by National Financial Services, member NYSE/SIPC. The balances and margin requirements shown are updated to reflect today's trade executions and nontrade activity. The Hypothetical Transaction Tool and the Price Change Tool attempt to show the impact on your margin requirements and balances, based on transactions and/or security price movements that you enter into the tool. The balances calculated in these tools may be different than balances reflected elsewhere, which may impact the amount you can trade through any of Fidelity's online channels. It is necessary to review all trades for accuracy prior to entry on the trade screen.

Margin requirements displayed are specific to the account selected. Different margin requirements may be applicable to other accounts and positions you hold at Fidelity. In addition to the initial Federal requirement and house maintenance requirements for securities, Fidelity may impose higher margin maintenance requirements which consider certain factors, such as concentrated positions, security liquidity, ownership concentration and industry concentration. Fidelity reserves the right to change margin requirements without notice.

The quote data provided on the Margin Calculator is as-of the last trade in the marketplace.