Archives: FAQs

How is margin interest charged for leveraged accounts?

https://alaricsecurities.com/blog/ufaq/how-is-margin-interest-charged-for-leveraged-accounts/
Margin interest at Alaric Securities is based on the Secured Overnight Financing Rate (SOFR), plus a markup. It is applied daily to open long or short positions according to the outstanding balance and prevailing rates.

What leverage ratios does Alaric Securities offer?

https://alaricsecurities.com/blog/ufaq/what-leverage-ratios-does-alaric-securities-offer/
Alaric Securities offers customizable leverage: For standard Margin accounts: Below $100,000: 9:1 intraday, 3:1 overnight Account types: Cash Account – only cash transactions Margin Account – up to 9:1 intraday / 3:1 overnight (higher by ...

Why is leverage important for traders?

https://alaricsecurities.com/blog/ufaq/why-is-leverage-important-for-traders/
Leverage is important because it can increase trading flexibility, give access to greater market opportunities, and potentially enhance returns. However, it also increases risk, making risk management essential when using leverage.

What is leverage in trading?

https://alaricsecurities.com/blog/ufaq/what-is-leverage-in-trading/
Leverage allows traders to control a larger position in the market using borrowed funds, amplifying both potential gains and risks. It enables participation in larger trades than would be possible with just one’s own capital.

Are there fees for using third-party integrations?

https://alaricsecurities.com/blog/ufaq/are-there-fees-for-using-third-party-integrations/
Most integrations are free, but some advanced tools may require an additional subscription.

How do I set up a tax reporting integration?

https://alaricsecurities.com/blog/ufaq/how-do-i-set-up-a-tax-reporting-integration/
Follow the integration guide in the Knowledge Base or contact support for assistance.

Is there a dedicated support contact for institutions?

https://alaricsecurities.com/blog/ufaq/is-there-a-dedicated-support-contact-for-institutions/
Yes, you’ll be assigned an account manager and receive priority support contact details.

What documents are required for institutional accounts?

https://alaricsecurities.com/blog/ufaq/what-documents-are-required-for-institutional-accounts/
Typically, we require proof of incorporation, authorized signatory IDs, and AML/KYC documents.

How do I start onboarding as an institutional client?

https://alaricsecurities.com/blog/ufaq/how-do-i-start-onboarding-as-an-institutional-client/
Fill out the Institutional Onboarding form on our website; our team will then guide you through the process.

How will I be notified of major changes?

https://alaricsecurities.com/blog/ufaq/how-will-i-be-notified-of-major-changes/
Major updates are communicated via email, platform notifications, and in the client portal.