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SIE: Trading & Settlement
SIE practice questionmediumMargin Maintenance

If the value of securities in a margin account falls below maintenance margin requirements, what can the broker-dealer do?

  1. AIssue a margin call requiring the customer to deposit more funds or securities✓ Correct answer
  2. BLiquidate all other customer accounts
  3. CIgnore the deficiency
  4. DReport the customer to the SEC
Explanation

Why AIssue a margin call requiring the customer to deposit more funds or securities

A margin call is issued. The firm cannot liquidate unrelated accounts or ignore the issue. Reporting to the SEC is not a standard response for margin deficiencies.

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