krissyboo1082 krissyboo1082
  • 24-08-2022
  • Business
contestada

When customers open margin accounts, when must they be provided with a risk disclosure document?

Respuesta :

Iamakshay Iamakshay
  • 05-09-2022

Before initially opening the account

Annually

Which document must be signed by a customer to open a margin account?

  • To open a margin account, the customer must sign a margin agreement, pledging the securities in the account as collateral for the loan.
  • Other names for the margin agreement are the hypothecation agreement or the customer's agreement.

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