If your Global Trading account (single account) holds on a single account stocks, options, futures, fixed income, and/or funds benefit from lower requirements for borrowing, or gain greater leverage to take advantage of current market opportunities. All borrowed funds are displayed in your account in real-time to let you monitor the current state of your account at any time. If you qualify, your investment adviser will talk to you about borrowing and lending at Global Advisers.
Borrowing and Lending
Our clients get the lowest margin loan interest rates of any advisory firm.
Global Advisers Investment Services
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IRA margin accounts allow trading so the account can be fully invested as well as the ability to trade multiple currencies and multiple currency products, but are subject to the following limitations:
- No cash borrowing (i.e. cannot have a debit balance or short stocks).
- IRA accounts may be opened in any base currency, but when trading in a non-base currency product, a currency trade must be executed first as you cannot borrow currencies.
- Withdrawals are permitted only in USD.*
- No stock or option cross-margining.
- No currency borrowing.
- Futures trading in an IRA margin account is subject to substantially higher margin requirements than in a non-IRA margin account. Margin rates in an IRA margin account may meet or exceed three times the overnight futures margin requirement imposed in a non-IRA margin account.
Customers are advised to consult with their adviser and tax specialist for further details on IRA rules and regulations.
Residents of Canada may not open Individual Retirement Accounts.