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Margin Rates

Planner Securities offers trading with Margin!
Stash - Investing for Beginners :)

Margin trading is an effective way to amplify your investment returns, but it's important to work with a broker that can provide competitive rates and flexible terms. That's where Planner Securities comes in.

Our Margin Rates program is designed to allow you to leverage your investment capital and achieve your financial goals. Whether you're an experienced trader or just starting out, our Margin Rates program can help you take your investments to the next level.

With flexible terms and rates, our Margin Rates program is tailored to meet your unique investment needs. We offer different ranges to suit different trading strategies, allowing you to customize your investments for maximum returns.

At Planner Securities, we pride ourselves on providing our clients with the best possible trading experience. Our Margin Rates program is just one example of how we're working to help you achieve your investment goals.

To learn more about our Margin Rates program, including eligibility requirements and current rates, consider the table below:

Balance Rate Calculation Effective Rate
$0.1 ~ $9,999 PBR + 3.00% 11.00%
$10,000 ~ $49,999 PBR + 2.75% 10.75%
$50,000 ~ $99,999 PBR + 2.50% 10.50%
$100,000 ~ $249,999 PBR + 2.00% 10.00%
$250,000 ~ $499,999 PBR + 1.50% 9.50%
$500,000 ~ $999,999 PBR + 0.50% 8.50%
$1,000,000+ PBR 8.00%

Planner Base Rate (PBR) is 8%. Margin Rates effective as of 3/1/2023.

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