Margin Report Availability By Account Type

The following tables describes the availability of margin reports to the different IB account structures .

Account Structure Availability
Individuals One report for each Individual Account.
Advisors Advisor clients may access statements electronically with their Username and Password. Advisors may also access their client's statements through Portal, print them, and send them to the client.
Mutual and Hedge Funds Investment Managers can only view an aggregated margin report.
Proprietary Trading Groups Supervisory Users can can only view an aggregated margin report.
Introducing Brokers Clients access their statements electronically. Brokers can view statements for the master account and client accounts.