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Stock Loans (Line of Credit)

No Sale of Your
Securities Needed

If selling your securities portfolio is not something you wanted to do for whatever reason – taxes, desire to hold onto your investments, or other reasons — our line of credit can be an alternative that will not require you to sell to obtain funds. 

Be Your Own

Your line of credit makes you into your own “virtual banker”. Take as little or as much as you need; repay the principal when you wish; enjoy interest-only repayment terms and no maturity date in a credit-card-style revolving line of credit.

Highest Legal

This is not a margin loan, so our loan-to-value can go as high as 97% depending on the mix of securities in your investment portfolio. No other company can make that claim with the consistency that we do.