Margin Account

At Optima bank, we offer you the option to receive credit for the purchase of company securities traded in the Athens Exchange.

Obtain the potential for higher returns

Enjoy the convenience of fast and simple procedures

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You can purchase securities on credit via the Margin Account, which is a revolving account.

This account allows investors to use leveraging enabling them to purchase more securities than they would be able to with their own available capital. This account should be used by investors that have knowledge of and experience in the product and understand how it works.

How to invest

If you are not a customer of our bank, initially you can proceed with digital onboarding in just 10 minutes through the Optima mobile app! Alternatively, you can visit one of our branches.

You can easily and quickly open an investment account as soon as you open a bank account. The only thing you will need to do is:

  • send us your request by filling in the application form on our site or
  • contact us by phone at 2108173000
  • visit one of our branches.

If you are already a customer of our bank, you can open an investment account easily in one of the ways presented above.

As soon as you open an investment account, you can obtain the credentials of our online optimum trading platform, Optima bank trader. Find out how to acquire the credentials here

Required documents

If you already have an account with our bank, no additional documents are required. Read the Precontractual Information according to MiFID II.

Useful information

Find out more about the Investment Guarantee Fund here (www.syneggiitiko.gr).

Read the Warning of Hellenic Capital Market Commission (HCMC) to investors, regarding transactions in complex financial instruments here.

Be informed here about our Tied Agents.

Be informed here about sustainability-related disclosures in the financial services sector (SFDR).