HELP
Account Opening
How can I change to a cash account or a margin account?
How can I change to a cash account or a margin account?

How can I change to a cash/margin account?

1. Go to the Webull Home page (bottom middle Webull button on mobile app).

2. Click "Details" next to Total Account Value.

3. Scroll down to find "Change Account Type".

4. Make sure all boxes are checked blue and you carefully read the terms of the account type change.

4. Submit your application.

Please note: This function is only supported for funded accounts on our mobile app and our website, not on desktop.

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If  you want to change your account via our website: 

1. Please visit https://www.webull.com/

2. Sign in your account

3. Click the gray circle with the person in it 

4. Tap "My Account"

5. Click "Manage My Account" 

6. Click "Change Account Type" button.

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For applying for margin you should have a clear understanding of the rules and potential risks associated with margin, such as the pattern day trading rule, day-trading buying power versus overnight buying power, and margin calls. Margin trading increases the risk of loss and includes the possibility of a forced sale if account equity drops below required levels.

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