Securities Backed Line of Credit or Pledged Asset Line

Securities-Backed Line of Credit
Find out if you qualify for a Securities-Backed Line of Credit
Please enable JavaScript in your browser to complete this form.
Do you have investable asset that are non-qualify (outside of a 401k, IRA, or Retirement Account)?
Are these investable assets worth of at least $200,000
What would you like to use this loan for?
Name

Are you an investor that wants their money always working for them?

Securities Backed Lines of Credit allow you to keep your money invested while loaning off or your managed investment accounts. 

Securities-Backed Line of Credit More technically-
A securities-backed line of credit is a borrowing product based on the proven approach of pledging eligible securities as collateral. It offers access to liquidity without disrupting a client’s investment strategies and objectives.

What can these accounts be used for? 

Business Expansion, Business investments, Bridge Loan Financing, Real Estate Purchases, Luxury Purchases, Taxes or Other Seasonal Payments, ACAT Transfers and much more!

The Advantages of Pledging Assets

Extremely Competitive Rates – Both LIBOR-based variable rate and fixed rate options
are available.
Speed – Our streamlined process enables us to deliver loan documents
within 5 business days.
Value – Provides access to liquidity without the immediate sale of securities.
Flexibility – Multiple portfolios can be used as collateral. Individuals, entities and
trusts are eligible to borrow and pledge.
ACAT Transfers – Facilitate the transfer of client investment accounts by paying
off existing loans. 

Fact Sheet
PAL Rates