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  • Stock Secured Loans and Lines of Credit  

    Borrow against your current stock portfolio for any purpose. 

    A stock secured line of credit or loan allows you to leverage your assets for current financial needs – anything from financing a home renovation to consolidating debt, or even paying for a child’s education. And, because you don’t actually sell any assets, you won’t disrupt your current investment plan or incur any tax consequences.

    Features include:

    • Fixed term loans (up to 60 months) and variable lines of credit
    • Loan amounts based on the value of your securities
    • Borrow up to 90% of the value of your bond portfolio; up to 50% or more of your stock portfolio

    For more information, please contact the Private Banking group. For more information, call us at (800) 851-8549, set up an appointment or use our contact form

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