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SIE: Trading & Settlement
SIE practice questionmediumMargin Requirements - Maintenance

A margin account drops below maintenance requirement and the client does not meet the margin call. The broker-dealer:

  1. AMust close the account immediately, even if the account is above Reg T
  2. BMay ignore the deficiency until the next cycle
  3. CCan allow unlimited time to deposit funds
  4. DMust liquidate assets to cover the shortfall✓ Correct answer
Explanation

Why DMust liquidate assets to cover the shortfall

Broker-dealers must take prompt action to protect against deficit by liquidating positions. Ignoring deficiencies or giving unlimited time is not permitted, and immediate closure is not always required.

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