How can we help you?
We matched that to:
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.
Please note that the answers to the questions are for information purposes only for the products discussed. Individual circumstances may vary. In case of discrepancy, the documentation prevails.