FAQ on Portfolio Margin Account

Announcements FAQ on Portfolio Margin Account

2022-11-13 12:11:28 UTC 26049 Read

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## How to transfer assets to the Portfolio Margin Account?
### Method 1: Via the "Wallet"
#### Step 1: Click "Wallet" - "Portfolio Margin Account"
![](https://gimg2.gateimg.com/image/1709303441976490571_2c3edf41aa99a2f0c3502c303a6da603.png)
#### Step 2: Click "Transfer"
![](https://gimg2.gateimg.com/image/1709302986936686501_099ad7b8cf546c8189a549f56a057869.png)
#### Step 3: Choose the transfer-out account and the coin, enter the amount, and transfer to the "Portfolio Margin Account". Click "Confirm"
*Portfolio Margin Account supports margin sharing among Spot Margin Trading, USDT-M, and BTC-M Perpetual Futures.
*You can also transfer out your assets from the Portfolio Margin Account to the Spot Account in the same way.
![](https://gimg2.gateimg.com/image/1709301052268352781_cd4494268c858ead862bafc3364b2337.png)
### Method 2: Via the "Assets" Section in the Trading Page
#### Step 1: Switch on the Margin Trading button
![](https://gimg2.gateimg.com/image/1709303552577133123_35f175964cc9cbb09f391279e9387e7d.png)
#### Step 2: Click "Transfer" in the "Assets" section
![](https://gimg2.gateimg.com/image/1709303199372180260_953514429e5a1d26a78ce0022c1e7f5d.png)
#### Step 3: Select the Coin
![](https://gimg2.gateimg.com/image/1709301054760644972_f13c2c395bb7bc41beac5fa758170bb4.png)
#### Step 4: Enter the amount and click "Confirm"
![](https://gimg2.gateimg.com/image/170930105322119751_eb780becdcb953df590a7d092fba373d.png)
*Currently Portfolio Margin Account supports margin sharing among Spot Margin Trading, USDT-M, and BTC-M Perpetual Futures.
## How to transfer assets out from the Portfolio Margin Account?
### Method 1: Via the "Wallet"
#### Step 1: Click "Wallet" - "Portfolio Margin Account"
![](https://gimg2.gateimg.com/image/1709303443175698755_4c9896d33b94af4360725ef86504249c.png)
#### Step 2: Click "Transfer"
![](https://gimg2.gateimg.com/image/1709303441449806766_1f97743c5bb3563ca42053ca07af3f70.png)
#### Step 3: Click the reverse button
![](https://gimg2.gateimg.com/image/1709303547850036193_6f666fb4634a4a04a2c83b7cebbceed0.png)
#### Step 4: Choose the transfer-in account and the coin, enter the amount, and click "Confirm"
*This procedure also applies to transferring assets to the Portfolio Margin Account
![](https://gimg2.gateimg.com/image/1709303551324126429_22a9c7bd2188a7af7a777a9ce597a74d.png)
### Method 2: Via the "Assets" Section in the Trading Page
#### Step 1: Switch on the Margin Trading button
![](https://gimg2.gateimg.com/image/1709303552791202744_33d9575f13c502b288497d75ca78deaf.png)
#### Step 2: Click "Transfer" in the "Assets" section
![](https://gimg2.gateimg.com/image/170930319691915233_0874849e6d7b639955c8644b420a7af1.png)
#### Step 3: Click the reverse button
![](https://gimg2.gateimg.com/image/1709301051899056289_c1133fa2bb49d96d212b1a61bed5f45a.png)
#### Step 4: Select the Coin
![](https://gimg2.gateimg.com/image/170930105635366566_fb269688d3cfa8d090b7b239d2414996.png)
#### Step 5: Enter the amount and click "Confirm"
![](https://gimg2.gateimg.com/image/1709303551324126429_22a9c7bd2188a7af7a777a9ce597a74d.png)
*Transfer-Out of assets from the Portfolio Margin Account could lead to a lower Portfolio Maintenance Margin Level.  For more information about the Portfolio Maintenance Margin Level, please go to the [About Portfolio Margin Account Margin](https://www.gate.io/help/trade/portfolio/28672/about-portfolio-margin-account-margin "About Portfolio Margin Account Margin") page.
## What trading types does the Portfolio Margin Account support to share margin?
Currently, Gate.io Portfolio Margin Account supports margin sharing among Spot Margin Trading, USDT-M, and BTC-M Perpetual Futures.
## Which kind of investors are suitable for the Portfolio Margin Account?
Portfolio Margin Account is suitable for intermediate- or advanced-level investors. Margin sharing can significantly enhance capital efficiency among different trading products.
## How to trade under the Portfolio Margin Account mode?
Portfolio Margin Account supports multi-currency margin sharing across multiple trading types. Under the Portfolio Margin Account mode, investors don't have to transfer assets to USDT-M, BTC-M Perpetual Futures. Assets in the Portfolio Margin Account can be used to conduct Spot Margin Trading, to open positions for USDT-M, BTC-M Perpetual Futures, or serve as position margin. Balance and unrealized PNL in USDT-M, BTC-M Perpetual Futures can be used as margin for Spot Margin Trading to borrow funds it needs.
## How to borrow and repay under the Portfolio Margin Account mode?
You can refer to the [Cross Margin Tutorial](https://www.gate.io/help/trade/margin-trading/22697/how-to-conduct-cross-margin-trading "Cross Margin Tutorial") to see how to borrow and repay under the Portfolio Margin Account mode.
## How to calculate the interest?
You can refer to the [Rules for Cross Margin Trading](https://www.gate.io/help/trade/margin-trading/20562/rules-for-cross-margin-trading "Rules for Cross Margin Trading") to see the interest calculating rules.
## API
Portfolio Margin Account supports the use of API. Please go to [API Guide](https://www.gate.io/help/guide/common/17521/how-to-utilize-api "API Guide") for more information.

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