Turn risk into alpha with increased capital efficiency

Gain more control of risk and capital with TradeStation’s advanced tools, automation, and execution fit for high volume institutional clients

Real-time margin & risk visibility

Multi-asset, flexible margining

Automation & operational efficiency

Secure, compliant infrastructure

Core margin solutions

Transparent, real-time margin visibility

TradeStation’s platforms, APIs, and other extended capabilities deliver consolidated views of margin utilization, position-level risk, buying power, and cost analytics to empower smarter capital decisions.

Multi-asset & account flexibility

Access margin across equities, options, and futures with support for complex institutional account structures, including consolidated risk views, multi-entity management, and integration with third-party trading platforms like CQG and MultiCharts.

Automation & operational efficiency

Take control with automated margin calls, rule-based policy enforcement, and exception workflows—plus seamless integration into risk, treasury, and reporting systems.

Discuss your margin requirements

High-touch service & support

Your dedicated margin team:

Work directly with specialists who understand your margin structure, capital requirements, and operational priorities, not a rotating support queue.

Integration built around you:

Our team partners with yours to connect risk and treasury systems on your timeline, with sandbox environments and hands-on engineering support to validate every step before go-live.

Get a custom margin assessment

Margin governance & transparency

Pre-trade and post-trade risk checks

ery order passes through configurable pre-trade controls, including buying power validation, position limits, and margin requirement checks, before it reaches the market. Post-trade, automated reconciliation and exception workflows flag discrepancies in real time.

Margin management built for institutional oversight

Monitor margin utilization, exposure, and buying power across accounts and asset classes from a single consolidated view. Our rule-based margin call automation and policy enforcement reduce manual intervention and operational risk.

Complete audit trails for compliance reviews

Every margin event, adjustment, and exception is logged with full traceability, designed for the level of scrutiny institutional compliance teams and regulators expect. Exportable records support SEC, CFTC, and FINRA reporting requirements.

Schedule a margin consultation

Empower your institution with flexible margin solutions

Connect with our Institutional Sales Desk to explore competitive rates, robust risk management tools, and operational support for equities and derivatives margin trading.

Call us: +1-800-328-1267

Monday – Friday

8.00 a.m. – 5.00 p.m. ET

This information is for institutional investor use only. This information may not be provided or forwarded to anyone that is not an institutional investor. Retail investors should not act or rely on this information.

ID 5276335 P10935074496 D0326