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Enhance your clients' purchasing power with CreditAdvance-a securities-based margin lending tool.
CreditAdvance® is your clients' source for leveraging their investments to enhance their purchasing power. This securities-based margin lending tool gives your clients access to funds based on the market value of the marginable securities held as collateral in their brokerage accounts. Marginable securities include most investment vehicles listed on the New York Stock Exchange® or American Stock Exchange®, securities that are traded on the Nasdaq®, and certain mutual funds. In addition, your clients can apply the line of credit to most personal or business needs, including the purchase of additional securities.
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