Securities-Based Lending
Talk with your advisor about getting financing and liquidity solutions without disrupting your investment portfolio.
SECURITIES-BASED LINES OF CREDIT
Our SBLOCs allow you to quickly and easily pledge your investments as collateral to meet many liquidity needs.¹
SMART SOLUTIONS FOR MANY NEEDS
Not only do our SBLOCs provide quick liquidity access without disrupting your portfolio, they can be used for a wide range of liquidity needs,¹ including:
THE PARTNER YOU DESERVE
FIND THE TEAM THAT COVERS YOUR AREA
Our expert relationship managers are ready to tailor financial solutions to suit you and your clients’ needs.
Find a Banker
MEET YOUR BANKING PARTNERS
Our bankers are dedicated to making sure you have access to the best solutions for your liquidity needs.
OUR DIGITAL LENDING PLATFORM
Our Digital Lending Platform features 24/7 access, loan origination, loan servicing, and real-time relationship visibility. Our Financial Advisors and their clients can access our Private Bank services wherever, whenever you choose. Just watch this brief video to learn more.
ACCESS TO LIQUIDITY MADE EASY
Contact your financial advisor or speak with one of our bankers about finding the best liquidity solution for you.
¹Securities-based lending is a non-purpose margin loan secured by eligible, marketable securities. It is non-purpose because the proceeds of the line of credit cannot be used to purchase securities. Securities-based lending has special risks and is not suitable for all investors. The risk of securities-based lending include: (i) market fluctuations that may cause the value of pledged assets to decline, (ii) a decline in the value of the pledged securities that could result in selling the securities to maintain equity, and (iii) possible adverse tax consequences as a result of selling securities.
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