Portfolio Margin

Axos Clearing offers qualified accounts employing advanced trading strategies the potential benefits of lower margin requirements and increased leverage through its attractive Portfolio Margin (“PM”) product.

Portfolio Margin uses a risk-based model (rather than rules-based formulas in Reg-T margin requirements) that determines margin requirements based on historical volatility by valuing an account’s portfolio over a range of underlying price changes and market volatility using, for example, stress tests or “shocks.” Once the portfolio assets are stressed and the associated Profits and Losses (“P&L”) are determined, the Portfolio Margin methodology computes the netting of P&L offsets to determine the final P&L for the portfolio.

Axos Clearing’s PM product and risk module:


Are available through integrated arrangements with robust trading systems offered by our partners.


Have the flexible capability to be integrated into other system providers and proprietary systems.

Note: Please be advised that using greater leverage can result in greater losses; the amount you may lose may be greater than your initial investment. Trading on margin is only for sophisticated investors with high risk tolerance. Before using margin, determine whether it is right for your specific financial situation, investment objectives, experience, and risk tolerance.

Connect With Axos Clearing

At Axos Clearing we are focused on creating business partnerships that empower the success of the firms we serve. By providing flexible brokerage and clearing platforms and strategic services, our correspondents can focus on growing their business.

Let’s connect to see if our clearing solutions are right for your firm.


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Omaha, NE 68118


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