optionsXpress » Stocks, Options & Futures

Portfolio Margin

If a potential increased margin benefit of up to 68% on options strategies sounds like a good deal, maybe it’s time to start thinking outside of the traditional margin box with Portfolio Margin from optionsXpress Institutional Services.

This new way to calculate margin requirements may offer more flexibility and a more accurate risk assessment of your positions, resulting in more potential opportunities. Take a look at what we mean:

Portfolio Margin example

Better Execution

Finding a better price for your order can be the key to getting the best return. That’s why optionsXpress Institutional Services focuses on best execution and price improvement with helpful innovations like our proprietary XpressRouter^®.

• Unconflicted agency only execution
• Access to multiple liquidity providers
• Identifies opportunities to either buy at a lower price or sell at a higher price than the current NBBO
• Works through multiple channels to increase the likelihood that limit offers between the current bid and offer are more likely to be accepted

More Opportunities

If your organization is looking to capitalize on market volatility, generate a little extra income on current stock holdings, or construct a defined-risk hedge, you need the options-specific tools and resources of optionsXpress Institutional Services.

• Trade on an advanced, multi-asset class, electronic platform built to handle all of your investment strategies
• Get in-depth information on stock, options and futures with our free educational offerings
• Direct access to dedicated client services team
• Customized reporting
• Safe and secure: accounts are protected up to $25 million.¹