Maintenance Margin

The minimum equity percentage you must keep in a margin account.

What is Maintenance Margin?

The ongoing floor on account equity after a position is open. FINRA sets the industry minimum at 25% of market value; most brokers require 30-40%. Fall below it and the broker issues a margin call.

Maintenance Margin: a worked example

$20,000 position with $10,000 borrowed. If the value falls to $13,000, equity is $3,000 - about 23% - and you are below a 25% requirement.

What is the difference between Maintenance Margin and Initial Margin (Reg T)?

Initial margin is what you need to get in (50%); maintenance margin is what you need to stay in (~25-30%).

Often confused with Initial Margin (Reg T) - see Maintenance Margin vs Initial Margin (Reg T) side by side.

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