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Where can clients find the loan value on WebBroker?

To view the current loan value of a security you are holding, simply login to WebBroker, and click on the Account Details tab, then select Holdings. 

From the Holdings page, there are two options:

To view loan value details on your whole portfolio:

On the right hand side, click Show all holding details, this expanded view displays the Average Cost/Unit and Loan Value details below each holding.


To view the loan value on a single holding:

Click on the small box with the plussign next to the holding you wish to view. The Average Cost/Unit and Loan Value will be displayed.

To calculate the loan value percentage for a particular holding, take the loan value number provided and divide it by the current market value.

For more information about loan value or margin requirements, visit our website.


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