Equities
Calls
Margin
Retirement
Fun
100

Over how many stocks does 24 hour market support?

Over 1200!


100

When do we tell a customer that calls are due? 

When issued

100

What is the minimum equity for Margin? 

$2000

100
What is the timeframe for Roth Conversions? 

Jan 1-Dec 31st

100
How far does Tommy drive to get to the office? 

1.5 hours

200

What kind of orders can we place for the customer?

Sell only

200

Where can we see what they system will likely sell out? 

Restrictions Tab > Margin Recommendations

200

Can customers withdraw on Margin? 

Yes

200

What are the 2026 limits for contributions (if 50 or older too)? 

7500 or 8100 respectively 

200

What are Tyler's kids name? (Daily Double)

Sven, Freya, Thoren 

300

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

9:30AM -04:00 PM ET

300

Do PDT Restrictions exist anymore?

No

300

What is our lowest margin rate? 

3.95% on 50 million or more

300

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

60

300

Who's favorite stocks are Oklo, Dewave Quantum, and Applovin

Kade
400

What kind of charts can I view for Equities? 

Line and Candlestick

400

How many strikes with IMD Calls before we restrict them for 90 days? 

3!

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

Who grew up in Michigan?

Reece

500

Do we allow customers to short stocks? 

No

500
How many trades do we strive for when selling customers out? 

As few as possible

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? 

No - not anymore

500

What should we have bought on SPCX?

Puts! 

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