Action is required to maintain your account's margin feature.

During a regular review of your account access information, we noted that only one tenant applied for the margin feature on your account. Schwab requires all tenant signatures on the application to maintain the margin feature on the account.  

By July 12, 2024, please click the "Add Margin" button below and complete the form to maintain margin on the account. Once the form is successfully completed by you the other tenants will receive a request to complete their application. 

All tenants must complete and submit their application by July 12, 2024 to maintain margin on the account. 

Failure to take action by this date may result in actions including account restrictions, margin calls, security liquidations to cover any outstanding margin balance, changes to options level, and removal of the margin feature.

If you have any questions or need additional information, please call us at 800-435-4000, 24 hours a day, seven days a week.

We apologize for any inconvenience.