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What is initial margin and maintenance margin? How do they work?

Updated over 2 months ago

Initial Margin

The initial margin is the minimum amount of capital required to open a futures position. Unlike traditional stock trading, where you must pay the full value of an asset, futures trading allows you to control a larger contract size with a fraction of the total cost.

How Does Initial Margin Work?

  • Before entering a trade, you must deposit the required initial margin in your account.

  • This acts as a performance bond, ensuring that you have enough funds to cover potential losses.

  • The initial margin is not a fixed amount—it varies based on multiple factors, including:

    • The specific futures contract being traded (each market has different margin requirements).

    • Market volatility (higher volatility may lead to higher margin requirements).

    • Exchange requirements (regulated by CME, ICE, or other futures exchanges).

    • Brokerage risk policies (some brokers set higher margin requirements than exchanges).

Example of Initial Margin

Let’s say the initial margin for a specific futures contract is $2,000. This means:

✔ You only need $2,000 in your account to open the position.

✔ Even though the contract’s total value may be much higher, you’re only required to deposit the initial margin to trade.

Why Is Initial Margin Important In Futures Trading?

✔ Ensures traders have sufficient funds to cover potential losses.

✔ Helps manage risk and prevent excessive leverage.

✔ Required by exchanges to maintain market stability.

Maintenance Margin

Maintenance margin is the minimum account balance required to keep a position open in your trading account. It ensures that traders have enough funds to cover potential losses and maintain their positions without being liquidated.

How Does Futures Maintenance Margin Work?

  • When you open a trade, you must meet the initial margin requirement (the amount needed to enter the position).

  • As the market fluctuates, your balance may increase or decrease based on your trade performance.

  • If your account balance falls below the maintenance margin, your broker may automatically close your position to prevent further losses.

Typical Futures Maintenance Margin Levels

  • Maintenance margin is usually 50% to 75% of the initial margin.

  • For example, if the initial margin for a contract is $1,000, the maintenance margin may be between $500 and $750.

Why Does Futures Maintenance Margin Matter?

✔ Helps manage risk and prevent excessive losses.

✔ Ensures you have enough funds to support open positions.

✔ Protects your account from being liquidated unexpectedly.

To avoid forced liquidations, always monitor your account balance and ensure it stays above the maintenance margin level.

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