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Lending Solutions

Working with Pershing Advisor Solutions, you can offer the services needed to manage both sides of your clients' balance sheets.

We can help you become your clients' preferred source for virtually all their credit needs—including consumer borrowing, mortgages, margin lending, and fully paid securities lending. Pershing offers a full lineup of competitive products to help your clients manage liquidity and enhance their investment power.

LoanAdvance® - Securities-Based Consumer Lending

• Increases your clients' borrowing power by pledging assets held in separately managed accounts as collateral for loans
• Features competitive interest rates, no preset monthly payments or prepayment penalty, flexible borrowing terms, and a quick approval process
• No fees, points, or closing costs

CreditAdvance™ - Margin Lending

• Allows your clients to leverage the market value of marginable securities held as collateral to access funds for personal or business needs
• Features no points, no annual fees, and no fees associated with application, activation, filing, or termination

Fully Paid Securities Lending

• Additional revenue opportunities for high-net-worth investors who lend fully paid-for securities in their cash accounts to Pershing
• Uninterrupted client account positions for purposes of profits, losses, tax-lot accounting, hedges, and holdings representation—plus substitute payments for dividends
• SIPC coverage on cash collateral for loaned securities

Contact us today to learn how you can gain one-stop access to Pershing's lending solutions.

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Clearing, custody, or other brokerage services may be provided by Pershing LLC, member FINRA, NYSE, SIPC.
Pershing Advisor Solutions relies on its affiliate Pershing LLC to provide execution services. Trademark(s) belong to their respective owners. For professional use only.