🏦LTB
SIE: Trading & Settlement
SIE practice questionmediumMargin Requirements - Maintenance

If the equity in a customer’s margin account falls below FINRA’s maintenance requirement, what action must the firm take?

  1. AAllow trading only in government securities
  2. BLiquidate the account immediately
  3. CConvert to a cash account
  4. DIssue a margin call✓ Correct answer
Explanation

Why DIssue a margin call

A margin call must be issued, requiring the customer to deposit more funds or securities. Immediate liquidation is not required unless the call is unmet. Conversion or restricting trading is not standard.

Turn it into reps

Reading one answer is not the same as being ready

Lucky the Banker is a free practice app with 1,867+ SIE questions, weak-area tracking, and timed mock exams. No credit card, no paywall.

Related Trading & Settlement questions