Long Leverage Margin Accounts

Based on advisor feedback, you can now enable Margin (Leverage) in Pave Pro for accounts with a minimum value of $2,000.

What’s New

Margin as a preference in Pave Pro allows you to borrow against your portfolio’s existing holdings to increase buying power. This release supports long leverage and is a step toward supporting more advanced strategies, including 130/30 portfolios.

Where can I enable Margin (Leverage)?

Navigate to Investment Preferences for an eligible portfolio and enable Margin (Leverage).

Before enabling this preference, advisors must acknowledge that:

They have communicated the risks of margin and leverage to their client.
Their client has signed a margin agreement with their custodian and received all required regulatory disclosures, including the Margin Disclosure Statement.

Questions or feedback? Reach out to salessupport@pavefinance.com.

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