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Investing - Theory, News & General • Re: Margin Accounts - Avoiding 'Payment In Lieu Of Dividends'

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I've had good results with stock lending on IBKR. Last year they gave me a 'make whole' credit for any dividends that would have been qualified dividends, but for which I instead got a payment in lieu.
Did you have to request the credit, or was it automatic? Were you enrolled in the stock yield enhancement program (fully paid or excess margin securities), or did you have a margin balance or net negative options value (margin securities)?

Statistics: Posted by comeinvest — Tue Oct 08, 2024 9:34 pm



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