NOTICE: The San Francisco branch is temporarily closed due to the shelter in place guidelines. The following branches are open: Campbell, Cupertino, Dublin, Fremont, Milpitas, Palo Alto, San Jose, Santa Teresa and Sunnyvale. Our branch ATMs remain operational, with the exception that we may need to temporarily restrict access to select ATMs due to local conditions. Click here for branch locations and hours.

  • 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

Give Us a Call

We look forward to chatting with you.

(800) 553-0880

For new loan related inquiries, call

(877) 988-0471

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We’re here to serve your needs in person at our San Jose Headquarters. Visit us at 2010 N. First Street, San Jose, CA 95131.
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