Equities
Over how many stocks does 24 hour market support?
Over 1275!
When do we tell a customer that calls are due?
When issued
What is the minimum equity for Margin?
$2000
What is the time period for Roth Conversions?
Jan 1-Dec 31st
What did Ezra study before finance?
Biology
What kind of orders can we place for the customer?
Closing only
Where can we see what they system will likely sell out?
Restrictions Tab > Margin Recommendations
Can customers withdraw on Margin?
Yes
What are the 2026 limits for contributions (if 50 or older too)?
7500 or 8600 respectively
What is Maria's preferred schedule?
Overnights
What time does the regular market session run? (Daily Double)
9:30AM -04:00 PM ET
Do PDT Restrictions exist anymore?
No
What is our lowest margin rate?
3.95% on 50 million or more
How many days do I have to complete an indirect rollover?
60
What is Kyler leaving us for soon (don't worry he'll return)
His first child!
What kind of charts can I view for Equities?
Line and Candlestick
How many strikes with IMD Calls before we restrict them for 90 days?
3!
What is the Overnight Day Trade Buying Power made of?
2x lesser of SMA or Equity Maintenance
What can change my ability to contribute to a Roth account?
Tax Filing Status and total income
What are Tyler's kids' names?
Thoren, Sven, Freya
Do we allow customers to short stocks?
No
As few as possible
Where in AD do I find the maintenance ratios for Margin?
Instruments or Equities
Can I reinvest in the recommendations made when I first set up my Retirement account?
No - not anymore
What is Tyler's producer name?
T-Dirty on the Beat or Edgar Allan Woah