Borrow up to 50% of your eligible equity to buy additional securities. Powerful tools, real-time information, and specialized service help you make the most of your margin trading.
Margin Analyzer Tool: All-in-one dashboard to monitor margin requirements for different positions Margin Calculator Tool: Create what-if scenarios to explore the potential outcomes of different transactions Requirements search: Different trades have different margin requirements. Look them up with just a few clicks. Risk Slide Tool: Analyze your portfolio across a range of conditions. Use the grid and the graph within the tool to visualize potential profit and loss.
Sophisticated traders can increase their buying power and lower their margin requirements with portfolio margin
Purchase more shares than you could with just the available cash in your account, based on your eligible collateral
Unlike any other loan, you pay interest only on the profit you generate from the total amount you have invested.
If the stock price moves against you, you could lose more than your initial investment
If the stock price goes up, your earnings are amplified because you hold more shares
Earnings from investments are taxed in different ways and at different rates—or sometimes not at all—depending on the investment itself. Here's a quick overview.
Municipal bonds Investment gains in IRAs
Interest earned from bonds Interest from cash equivalents Ordinary income distributions Short-term capital gains
Gains from selling certain kinds of stock or ETF shares Qualified dividends
Learn the essentials of taxes for investors, including how earnings from different types of investments are taxed and short vs. long-term capital gains.
Every investor needs a basic understanding of capital gains and how they are taxed. A capital gain occurs when you sell an investment such as a stock for a profit.
Less than a year
short term capital gains chart
If an investor owns stocks, ETFs, or bonds for less than a year, any gains or losses are short
term and typically will
be taxed at the same rate as ordinary income.
More than a year
long term capital gains chart
If the investment is held for more than a year, any gains or losses are long term and normally
taxed at the long-term
capital gains rate, which is significantly lower than the ordinary income rate.
The withholding agent is an operator authorized by an accredited body. As sanctioned by the Regulation, regulated and supervised intermediaries can provide this service to investors. This can take place in different ways, for example through the administered regime, with which the intermediary is required to calculate the taxable amount, to guarantee the due to the tax authorities and to pay taxes on capital gains.
With the declarative regime, on the other hand, it is the investor who autonomously pays taxes on the returns made. The intermediary recognizes 100% of his earnings, net of any commissions, after which he must pay the taxes himself through the tax return.
Indicating the withholding agent in 730 is very simple: it is in fact sufficient to indicate the person in
charge of
paying taxes by selecting the data.