Product Information

If an investment client's account is registered as a partnership, LLP, LLC, S-corporation, C-corporation, etc., it may qualify for a Securities-Backed Line of Credit.  

  • Loan requests for an entity are underwritten and processed by a commercial lender.
  • Entity loans will require additional disclosures and loan committee approval.
  • Owners of the entity will be required to personally guarantee the debt.
  • Interest rates may vary so we encourage you to contact us to discuss each opportunity.

For information regarding Cash Advantage Lending, please contact our Sales Team at: 877.743.4321