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.