Margin Rates - Concentrated Securities
Enter a symbol in the search bar below to determine the margin rate/loan value limit on a concentrated security.
Concentration occurs when:
- The loan value of a security exceeds 25% of the overall loan value of an account and
- There is a credit exposure of at least $250,000 in the account
- Credit exposure is the sum of the net cash debit and the margin requirement for short positions. If you have no short positions, then your credit exposure is simply the overall debit for the account.
To learn more about concentration, watch this video. For non-concentrated securities, please reference our guide.
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Results
| Description | Symbol | Country | Margin Rate % | Loan Value Limit |
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Note: If a lendable security is not listed here, the margin rate will be 75% up to a $250,000 loan value limit. Certain exceptions apply. BMO InvestorLine can make changes to this without prior notice or update. Updated as of May 1st, 2025 (updated monthly).
BMO InvestorLine reserves the right to change any margin rates at discretion and without further notice.