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SIE: Account Types
SIE practice questionhardTrading on Margin in Retirement Accounts

Which account prohibits the use of margin for purchasing securities?

  1. AIndividual Retirement Account (IRA)✓ Correct answer
  2. BCash account
  3. CMargin account
  4. DJoint tenants with rights of survivorship account
Explanation

Why AIndividual Retirement Account (IRA)

IRAs, by regulation, prohibit the use of margin. Cash accounts require full payment but can convert to margin; margin and JTWROS accounts may allow margin if so specified.

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