Getting started

Borrowing on margin involves investing in securities with cash borrowed from Pinetree, using securities as collateral. Investing through margin loans has the effect of magnifying any profit or loss made on the investments.

How do I start investing on margin at Pinetree?

To start investing on margin, please follow the steps below:

Step 1:
Make sure you understand the risks and benefits of using margin.

Step 2:
Open a stock account at Pinetree. Reference procedures here. (Link to instructions to open an account)

Step 3:
Open a margin account (Complete the margin contract as instructed by Pinetree’s customer service)

Step 4:
Activate margin trading account. Once your margin account is approved, you can trade and enjoy the benefits and flexibility of margin borrowing.