w*******n
发帖数: 150 | 1 account type 选 cash还是 reg margin
还有ib的申请容易被拒吗，说要等1-2天才知道能不能approval | i********y
发帖数: 2263 | 2 margin
一般不会
【在 w*******n 的大作中提到】
: account type 选 cash还是 reg margin
: 还有ib的申请容易被拒吗，说要等1-2天才知道能不能approval
| w*******n
发帖数: 150 | 3 Net Worth* (not including primary residence) (explain) Choose One < 20,001
20,000 - 50,000 50,000 - 75,000 75,000 - 100,000 100,000 - 250,000 250,000
- 500,000 500,000 - 1,000,000 1,000,000 - 5,000,000 > 5,000,000 USD
Liquid Net Worth* (cash, stocks, etc. EXCLUDING Retirement Accounts) (
explain) Choose One < 20,001 20,000 - 50,000 50,000 - 75,000 75,000 - 100,
000 100,000 - 250,000 250,000 - 500,000 500,000 - 1,000,000 1,000,000 - 5,
000,000 > 5,000,000 USD
Annual Net Income*(Only use combined income if this is a Joint Account)
Choose One < 40,001 40,000 - 45,000 45,000 - 50,000 50,000 - 100,000 100,000
- 150,000 150,000 - 250,000 250,000 - 500,000 500,000 - 1,000,000 > 1,000,
000 USD
If you are unemployed or retired, do NOT include income from a past or
future job in the Annual Net Income entered above.
Total Assets*
这都是啥啊，让我选。
还有margin是什么意思，选margin？
【在 i********y 的大作中提到】
: margin
: 一般不会
| i********y
发帖数: 2263 | 4 就是问你有多少身家
margin卖了stock不用等settle down，还可以向broker借钱,后者比较risky
001
000
100,
000
【在 w*******n 的大作中提到】
: Net Worth* (not including primary residence) (explain) Choose One < 20,001
: 20,000 - 50,000 50,000 - 75,000 75,000 - 100,000 100,000 - 250,000 250,000
: - 500,000 500,000 - 1,000,000 1,000,000 - 5,000,000 > 5,000,000 USD
: Liquid Net Worth* (cash, stocks, etc. EXCLUDING Retirement Accounts) (
: explain) Choose One < 20,001 20,000 - 50,000 50,000 - 75,000 75,000 - 100,
: 000 100,000 - 250,000 250,000 - 500,000 500,000 - 1,000,000 1,000,000 - 5,
: 000,000 > 5,000,000 USD
: Annual Net Income*(Only use combined income if this is a Joint Account)
: Choose One < 40,001 40,000 - 45,000 45,000 - 50,000 50,000 - 100,000 100,000
: - 150,000 150,000 - 250,000 250,000 - 500,000 500,000 - 1,000,000 > 1,000,
| w*******n
发帖数: 150 | 5 选cash容易悲剧吧？学生又没多少收入
不知道选了cash，以后能不能改成margin
【在 i********y 的大作中提到】
: 就是问你有多少身家
: margin卖了stock不用等settle down，还可以向broker借钱,后者比较risky
:
: 001
: 000
: 100,
: 000
| w*******n
发帖数: 150 | 6 选cash容易被拒吧？学生又没多少收入
不知道选了cash，以后能不能改成margin
【在 i********y 的大作中提到】
: 就是问你有多少身家
: margin卖了stock不用等settle down，还可以向broker借钱,后者比较risky
:
: 001
: 000
: 100,
: 000
| w*******n
发帖数: 150 | 7 You have selected Reg T Margin as your Account Type. To qualify for a Reg T
Margin Account, your Liquid Net Worth must be at least 20000 USD or
equivalent.？？？？？
什么意思 | w*******n
发帖数: 150 | 8 You have selected Reg T Margin as your Account Type. To qualify for a Reg T
Margin Account, your Liquid Net Worth must be at least 20000 USD or
equivalent.？？？？？
什么意思 | w*******n
发帖数: 150 | 9 上面的明白了，又让我填投资经验
Stocks 0 1 2 3 4 5 6 - 10 > 10 0 1 - 10 11 - 25 26 - 50 51 - 100 > 100
0 Choose One Extensive Good Limited
Stocks To qualify to trade Stocks in a Cash account, your Investment
Objectives must include one of the following: Income, Growth, Trading
Profits, Speculation or Hedging.
Bonds 0 1 2 3 4 5 6 - 10 > 10 0 1 - 10 11 - 25 26 - 50 51 - 100 > 100
0 Choose One Extensive Good Limited
Bonds To qualify to trade Bonds in a Cash account, your Investment
Objectives must include one of the following: Income, Growth, Trading
Profits, Speculation or Hedging. If you only want to trade Bonds, you must
choose only Preservation of Capital.
Options 0 1 2 3 4 5 6 - 10 > 10 0 1 - 10 11 - 25 26 - 50 51 - 100 >
100 0 Choose One Extensive Good Limited
Options To qualify to trade Options, your Liquid Net Worth must be at
least 20000 USD and your Annual Net Income must be at least 40000 USD.
Futures 0 1 2 3 4 5 6 - 10 > 10 0 1 - 10 11 - 25 26 - 50 51 - 100 >
100 0 Choose One Extensive Good Limited
Futures To qualify to trade Futures, your Liquid Net Worth must be at
least 20000 USD and your Annual Net Income must be at least 40000 USD.
Forex 0 1 2 3 4 5 6 - 10 > 10 0 1 - 10 11 - 25 26 - 50 51 - 100 > 100
0 Choose One Extensive Good Limited
Forex To qualify to trade Futures, your Liquid Net Worth must be at
least 20000 USD and your Annual Net Income must be at least 40000 USD.
Futures Options
Futures Options You must qualify for Futures to trade Futures Options.
Single Stock Futures
Single Stock Futures To qualify to trade Single Stock Futures, your
Liquid Net Worth must be at least 100000 USD, or your Liquid Net Worth must
be at least 20000 USD and your Annual Net Income must be at least 40000 USD.
Single Stock Futures are not available in Cash accounts.
Mutual Funds | w*******n
发帖数: 150 | 10 上面的明白了，又让我填投资经验
Stocks 0 1 2 3 4 5 6 - 10 > 10 0 1 - 10 11 - 25 26 - 50 51 - 100 > 100
0 Choose One Extensive Good Limited
Stocks To qualify to trade Stocks in a Cash account, your Investment
Objectives must include one of the following: Income, Growth, Trading
Profits, Speculation or Hedging.
Bonds 0 1 2 3 4 5 6 - 10 > 10 0 1 - 10 11 - 25 26 - 50 51 - 100 > 100
0 Choose One Extensive Good Limited
Bonds To qualify to trade Bonds in a Cash account, your Investment
Objectives must include one of the following: Income, Growth, Trading
Profits, Speculation or Hedging. If you only want to trade Bonds, you must
choose only Preservation of Capital.
Options 0 1 2 3 4 5 6 - 10 > 10 0 1 - 10 11 - 25 26 - 50 51 - 100 >
100 0 Choose One Extensive Good Limited
Options To qualify to trade Options, your Liquid Net Worth must be at
least 20000 USD and your Annual Net Income must be at least 40000 USD.
Futures 0 1 2 3 4 5 6 - 10 > 10 0 1 - 10 11 - 25 26 - 50 51 - 100 >
100 0 Choose One Extensive Good Limited
Futures To qualify to trade Futures, your Liquid Net Worth must be at
least 20000 USD and your Annual Net Income must be at least 40000 USD.
Forex 0 1 2 3 4 5 6 - 10 > 10 0 1 - 10 11 - 25 26 - 50 51 - 100 > 100
0 Choose One Extensive Good Limited
Forex To qualify to trade Futures, your Liquid Net Worth must be at
least 20000 USD and your Annual Net Income must be at least 40000 USD.
Futures Options
Futures Options You must qualify for Futures to trade Futures Options.
Single Stock Futures
Single Stock Futures To qualify to trade Single Stock Futures, your
Liquid Net Worth must be at least 100000 USD, or your Liquid Net Worth must
be at least 20000 USD and your Annual Net Income must be at least 40000 USD.
Single Stock Futures are not available in Cash accounts.
Mutual Funds | w*******n
发帖数: 150 | 11 上面的明白了，又让我填投资经验
Stocks 0 1 2 3 4 5 6 - 10 > 10 0 1 - 10 11 - 25 26 - 50 51 - 100 > 100
0 Choose One Extensive Good Limited
Stocks To qualify to trade Stocks in a Cash account, your Investment
Objectives must include one of the following: Income, Growth, Trading
Profits, Speculation or Hedging.
Bonds 0 1 2 3 4 5 6 - 10 > 10 0 1 - 10 11 - 25 26 - 50 51 - 100 > 100
0 Choose One Extensive Good Limited
Bonds To qualify to trade Bonds in a Cash account, your Investment
Objectives must include one of the following: Income, Growth, Trading
Profits, Speculation or Hedging. If you only want to trade Bonds, you must
choose only Preservation of Capital.
Options 0 1 2 3 4 5 6 - 10 > 10 0 1 - 10 11 - 25 26 - 50 51 - 100 >
100 0 Choose One Extensive Good Limited
Options To qualify to trade Options, your Liquid Net Worth must be at
least 20000 USD and your Annual Net Income must be at least 40000 USD.
Futures 0 1 2 3 4 5 6 - 10 > 10 0 1 - 10 11 - 25 26 - 50 51 - 100 >
100 0 Choose One Extensive Good Limited
Futures To qualify to trade Futures, your Liquid Net Worth must be at
least 20000 USD and your Annual Net Income must be at least 40000 USD.
Forex 0 1 2 3 4 5 6 - 10 > 10 0 1 - 10 11 - 25 26 - 50 51 - 100 > 100
0 Choose One Extensive Good Limited
Forex To qualify to trade Futures, your Liquid Net Worth must be at
least 20000 USD and your Annual Net Income must be at least 40000 USD.
Futures Options
Futures Options You must qualify for Futures to trade Futures Options.
Single Stock Futures
Single Stock Futures To qualify to trade Single Stock Futures, your
Liquid Net Worth must be at least 100000 USD, or your Liquid Net Worth must
be at least 20000 USD and your Annual Net Income must be at least 40000 USD.
Single Stock Futures are not available in Cash accounts.
Mutual Funds |
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