The fine print of trading and investing


Contact

Email is the only channel. Corrections are read first.

Write to [email protected]. Every message is read. Replies take longer than a live chat would, so for anything urgent about an open position or a margin call, call your broker's support line, and for a prop firm account, the firm's own support.

Corrections

Include the page address and the sentence, figure or step you think is wrong. For a worked example or a quiz question, say which line of the arithmetic gives you a different answer. For a rule, say which document you are reading it from, such as a FINRA rule, an IRS publication or your broker's margin disclosure. Confirmed errors are fixed on the page and the updated date changes, as the editorial policy describes.

Questions and suggestions

Questions about how a formula works or how a calculator reaches its answer are welcome, and so are suggestions for columns, concepts or courses not covered yet. Look through the answers and the concepts first, since the answer may already be there.

Getting a useful answer

A question about a number is easiest to answer when it comes with the numbers. If a calculator gives a result you did not expect, send the inputs you typed and the output you got. For a margin question, the house requirement and rate on your own broker's disclosure settle most of it. For a prop firm rule, quote the rule's wording from the firm's page, because firms phrase the same idea in different ways.

What cannot be answered

Requests for advice on a specific stock, trade, account or tax filing cannot be answered. Nobody here knows your situation, and a reply would amount to personal financial advice; the risk disclaimer explains why. For questions about an account, contact the firm that holds it. For a complaint about a registered firm, FINRA and the SEC both take complaints from investors.