Additionally, cash accounts cannot be converted to a margin account and vice-versa. If you want to open a margin account, you will need to open another account, which you can quickly do by clicking Open Another Account beneath the Account Status section. To view your current account type, please sign in to your account at and go to the Account Status section, as illustrated below.Įxample of a cash account listed in the Account Status sectionĬash accounts cannot be upgraded since there is only one trading level. You may only upgrade the trading level of a margin accounts.
The ability to upgrade your trading level is based on two factors: your account type and your investor profile.
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