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Excess Equity

Trading Term

The amount of funds in excess of those required to satisfy the margin requirements in your account. This is an IBKR account value that shows your margin cushion.

  • For the Securities segment in a margin account, this is calculated as:

Equity with Loan Value – Maintenance Margin

  • For the Commodities segment in a margin account, this is calculated as:

Net Liquidation value – Maintenance Margin

This value appears as Current Excess Equity in the Trader Workstation Account Window, the Account tab in WebTrader and on the Home page in Client Portal.

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