SMA stands for Special Memorandum Account. It is a margin-related figure used in Reg T margin accounts to track excess equity or margin credit that may be available for future securities transactions. SMA is not a cash balance and it is not the same as account equity. It is an accounting value used for margin purposes and cannot simply be converted into cash. A positive SMA may increase the account’s ability to enter eligible securities transactions, subject to margin requirements, account type, product eligibility and regulatory rules.SMA is generally relevant to the securities side of the account. If the client also trades futures or futures options, cash may be allocated to the commodities side of the account to support those positions. This can affect the cash and margin figures shown in the account. Clients can review their available balances, margin requirements and excess funds sweep settings directly from the Client Portal or trading platform.
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