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SIE: Trading & Settlement
SIE practice questionmediumMargin Requirements

If a customer's margin account falls below the maintenance margin level, what action is the broker-dealer required to take?

  1. AAutomatically liquidate all positions
  2. BIssue a margin call requiring additional funds✓ Correct answer
  3. CClose the account
  4. DReport the account to the SEC
Explanation

Why BIssue a margin call requiring additional funds

If an account drops below the maintenance margin, the firm must issue a margin call. Automatic liquidation or closing the account only happens if the customer fails to meet the call. Reporting to the SEC is not required.

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