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SIE: Trading & Settlement
SIE practice questionmediumMargin Requirements - Maintenance

A margin account falls below the maintenance margin requirement. What action must the customer take?

  1. AConvert the account to cash only
  2. BDeposit additional funds or securities✓ Correct answer
  3. CFile a complaint with FINRA
  4. DSubmit a new margin agreement
Explanation

Why BDeposit additional funds or securities

Customers must restore equity to minimum maintenance by depositing funds/securities. Conversion, complaints, or new agreements are not required steps.

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