EliteFidelityMarket MARGIN EXCLUSIVE

5.50%

Get a 1% rate reduction for a year on margin balances over $25,000 (standard rate: 6.25%)

Join EliteFidelityMarket

New clients only. Terms & conditions apply, see details.

Annual interest on $100k

$5,500

Schwab

$11,575

Vanguard

$11,750

E*Trade

$12,200

Fidelity

$11,575

Rates according to competitor sites as of November 7, 2024.

Manage your
margin with ease

• Borrow up to 50% of your portfolio’s value
• Invest using margin with one tap
• Increase exposure in the market
• Get liquidity without selling
• Margin interest may be tax deductible*

Borrow for less

While margin can amplify your gains, it can also magnify your losses and is not suitable for all investors. Please assess your financial circumstances and risk tolerance before trading on margin.

Details you should know

  • Promotional rate: 6.25% (a 1% discount over the standard rate)
  • Minimum margin balance: $25,000 (receive the promotional rate each day
    you maintain this margin balance or higher)
  • Promotional term: 1 year

Be your own investment manager

EliteFidelityMarket helps make managing your investments a breeze. See your portfolio as a Pie, set your targets, and automate trades, commission-free. And you’ll save on advisory and management fees, because you’re the one in charge.

1 EliteFidelityMarket Margin Loans are available on margin accounts with at least $2,000 invested per account. Not all securities are available for EliteFidelityMarket Margin Loans and the amount that may be borrowed against a security is subject to change without notice. Available margin amount(s) of EliteFidelityMarket Margin Loans may require greater than $2,000 per Brokerage Account. Not available for Retirement and Custodial accounts. Margin rates may vary.