Frequently asked questions

I did not receive any update about my Marge subscription, what to do?

An account is qualified to receive Marge if funded before the cut-offs. Please refer to Marge Timetable.

Mayroon akong old trading account na walang MG prefix, pwede ko rin ba itong gamitin for Marge? 

Yes, kung wala itong transaction history, fill-out the Marge Conversion Form: http://bit.ly/MARGEConversionForm and wait for the Marge Confirmation Email.

Can I use my sub-account for Marge?

For any sub-accounts (either a sub-account of a regular trading account or a Marge Account), a conversion request is required.

Saan ko po makikita ang Non-Disclosure Agreement ng Marge?

The Marge NDA is enclosed with the Marge Playlist. You will receive Marge and NDA altogether in one email.

How would I know if I will receive Marge?

All funded MG-prefixed accounts and successfully converted non-MG-prefixed will receive Marge. A confirmation email will be sent to your registered email addresses.

Kung ‘di umabot ang account activation ko sa cut-off ng Marge, pwede pa ba humabol?

Yes, ongoing pa rin ang application. Makaka-receive ng Marge playlist sa next scheduled release. See Marge Timetable.

Kailangan ko bang magkaroon ng MyTrade account para maka-avail ng Marge?

Yes, a MyTrade account with an MG prefix is identified as a Marge account. Non-MG-prefixed accounts are identified as a regular trading account.

Can I create an ITF or Joint account for Marge?

Yes. You may choose your preferred account type in the automated registration link.

Do I have to register another account for trading? Because aside from Marge, I also want to trade stocks. What’s the best way?

We recommend for you to open a separate portfolio for Marge portfolio and your regular trading portfolio. It would be better if you have separate ports for short-term trading and long-term investing.

What is the difference between Marge and a regular MyTrade account?

Marge provides a monthly trading guide for long-term investing in a separate MyTrade account.

A regular MyTrade account is used for short-term trading.

When can I fund my account?

Fund as soon as your client code becomes available. Client Codes are sent via email. If you did not receive an account activation email yet, your client code can be viewed under Equities Portfolio beside your Account Name.

You may send us a follow-up on your Client Code using this link.

Client Code Follow-Up Form: http://bit.ly/AccountOpeningFollowUp

Minimum of 8K ba dapat for Marge?

You can open for as low as P5,000. However, the details on recommended portfolio sizing will be discussed during your subscription.

How much is the minimum fund for Marge?

You may start for as low as P5,000 and top-up for as low as P1,000 per month. We will send you the ideal portfolio size as part of your subscription.

Does Marge consist of pre-selected stocks?

Yes, Marge is a list of pre-selected stocks that is being presented as a playlist. You are to follow the guide on a monthly basis. You may move your strategy from twice a month to quarterly.

Is Marge a set of stock picks by MyTrade fundamental analysis?

Yes, Marge is a monthly guide on what and when to buy/sell/hold stocks according to MyTrade’s Research Team.

Ilang stocks ang pwedeng bilhin and how long dapat mag-hold per stock?
To achieve the expected returns, ideally you should invest in all the stocks with BUY/PLAY recommendations. Hold them until the recommendation changes to SELL/STOP.

Kailan pwede mag-withdraw?

You have the liberty to withdraw if you wish to. However this investment has a time horizon of at least 5 yrs. It would be best to put extra cash only and money you won’t use as an emergency fund anytime soon.

Do I need to follow the 8k rule for Marge to trade?

Yes, in order to minimize your fees when buying and selling stocks. You can still invest following Marge while going against the 8k rule, but your costs will be higher over time if you do this often. 

How would I know If I’m subscribed to Marge?

Funded Marge accounts will receive a confirmation email. See Marge Timetable.

What is the ideal holding period of my stocks?

The holding period per stock is relative to our Research Team’s monthly recommendation but the holding period for your entire Marge account is at least 5 years.

Do I need to fund my Marge account regularly?

Yes, ideally. We will send you the ideal portfolio size as part in your Marge subscription.

Can I sell my positions even if there is no SELL instruction?
There are no restrictions but the consequences of not following Marge recommendations limits the profitability.

If I want to open a non-MARGE account, magsa-submit pa po ba ng requirements if meron na akong MARGE account?
Yes. You must undergo the same process of registering for a regular trading account. This is to ensure that every account application has corresponding verified documents attached.

Will I still receive Short Takes research even if I only have a Marge account?

Yes, all MyTrade clients have exclusive access to MyTrade PH/Abacus Securities Reports.

Marge ang account ko pero walang MG yung client code, tama ba yon?
MyTrade account without MG prefix on username can be converted to a MARGE account by filling out the Marge conversion form.

Please also note that the Client Code is a unique 8-character code assigned for each account. Only usernames can be nominated with the “MG” prefix.

I have an existing MyTrade account and then I applied for a MARGE account. Is it okay for me to transfer my available funds from my first account to my MARGE account?

Yes, we accept port to port fund transfer requests, no fees. Send an email request with the complete details of your request to funds@mytrade.com.ph

MARGE PROCESS FLOW

Marge Monthly Issue: Every first Wednesday of the month.

For cut-off dates, please refer to Marge Timetable

1. Open a new account. Nominate your username starting with “MG-”. Click the link to register: https://mytrade.com.ph/registration
2. Wait for your client code within 5 business days.
3. Fund your account before the cut-off date. 
4. Wait for Marge Subscription confirmation.
5. Wait for the Marge Playlist and enjoy!

Converting your regular MyTrade account to a Marge Account

1. Request for a Marge Account Conversion. Click the link to convert: http://bit.ly/MARGEConversionForm
2. Fund your account before the cut-off date.
3. Wait for Marge Subscription confirmation.
4. Wait for the Marge Playlist and enjoy1