Investment loan vs margin account

Both let you invest with borrowed money. The difference only becomes visible on a bad day — and by then it is not adjustable.

How do they compare?

Investment loanMargin account
PaymentInterest only, fixed monthlyInterest accrues inside the account
Forced saleNone on a 100% no-margin-call structureYes — the broker can liquidate
RateSet at approval, tied to PrimeBroker rate, changes
Assessed onDebt service and net worth, oncePosition value, continuously
Ongoing obligationA predictable monthly paymentAn open-ended exposure

Who decides when you sell?

A margin account is assessed continuously. If the position falls far enough, the broker can sell — at the market, on their timing, not yours.

An investment loan is assessed once, at approval. On a no-margin-call structure the lender has no mechanism to force a sale. Your obligation is the monthly interest, and it does not change because the market did.

Which suits which situation?

A margin account can suit someone actively trading with capital they can afford to have called.

An investment loan suits someone building a long-term position who needs the plan to survive a bad year without a forced decision. If a 20% drawdown would make you sell, neither structure is the problem — the leverage is.

Scope

Margin accounts are securities products. Our licensing (LLQP) covers life insurance and segregated funds — we do not open, advise on, or manage margin accounts. This comparison is here because clients ask, not because we sell both.

LLQP licensed in British Columbia, Alberta, Manitoba, Ontario and Saskatchewan.

Borrowing to invest involves risk, including the risk that the value of your investment falls while the loan remains payable in full. This page describes how these arrangements work in general and is not a recommendation to borrow or an offer of credit. Suitability depends on individual circumstances.