Equities
PDT
Margin
Retirement
Fun
100
Over how many stocks does 24 hour market support?

Over 1000!


100

What constitutes a PDT?

4 or more trades in 5 business days

100

What is the minimum equity for Margin? 

$2000

100
What is the timeframe for Roth Conversions? 

Jan 1-Dec 31st

100

What is Jack's Dog's name? 

Mildred


200

What kind of orders can we place for the customer?

Sell only

200

Where can I track the Day trades in AD and on the app/web?

Margin (PDT) and Investing page
200

Can customers withdraw on Margin? 

Yes

200
What are the 2024 limits for contributions (if 50 or older too)? 

7000 or 8000 respectively 

200

What is the name of the dreaded system that functioned only via keyboard at Schwab? 

Bluezone


300

What time does the regular market session run? (Daily Double)

To deliver world-class service at scale

300
how many times can customers lift the PDT flag? 

Only 1

300

What is our lowest margin rate? 

5.20% on 50 million or more

300

How many days do I have to complete an indirect rollover? 

60

300

What did Abby make (and how many) during her Robinhood outing? 

2 candles

400

What kind of charts can I view for Equities? 

Line and Candlestick

400

What does DT/EM mean? 

Day trade through Equity Maintenance call (get equity above 25k)

400

What is the Overnight Day Trade Buying Power made of?

2x lesser of SMA or Equity Maintenance

400

What can change my ability to contribute to a Roth account? 

Tax Filing Status and total income

400
What is the lake all of our LKMary companions drive over daily whilst risking launching straight into the jaws of multiple alligators? 

Lake Jesup

500

Do we allow customers to short stocks? 

No

500

Is it a good idea to turn margin on while under 25k if flagged as PDT?

No. You'll get instantly Day Trade restricted.

500

Where in AD do I find the maintenance ratios for Margin? 

Instruments or Equities

500
Can I reinvest in the recommendations made when I first set up my Retirement account? 

Yes, at the same percentages. 

500

What does Ashley's bird do instead of what we'd expect a Cockatoo to do? 

Scream vs sing 
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