We Are a Technology Leader
Our technology-enabled offering and associated banking services make it fast and easy for financial professionals to attract and retain clients and grow wealth.
Always a partner. Never a competitor.™
Banking is all that we do. This focus allows us to develop banking solutions for our partners without competing with them in wealth management.
SBLOC Pioneer
In 2004, we were the first bank to offer the Securities-Backed Line of Credit (SBLOC) exclusively to independent financial professionals. Today, we have over $3B in SBLOC commitments.
Funding Advisor Transitions
Transition Services and Advisor Financing programs assist financial professionals moving to a different practice, merging with or acquiring a new practice, or refinancing debt.
We deliver banking solutions to independent financial professionals and their clients.
Trusted Provider
We remain one of the few U.S. banks without an in-house wealth management business that has successfully merged technology and experience in the independent financial professional space.
Customized Solutions
We provide our partners with private-label lending, deposit and payment solutions to help them manage both sides of the balance sheet on behalf of their clients.
Expertise and Guidance
We foster long-term relationships with our partners and provide them with dedicated support from our nationwide team of financial industry professionals.
Seamlessly linking banking and investment services.
Lending
Solutions that provide financial professionals and their clients with a seamless application process and timely access to liquidity.
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Deposits
Retail and Institutional Deposit accounts* provide convenience, competitive yields and the security of FDIC deposit insurance coverage.
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Payments
Simplified cash management through mobile and ACH payments to transfer funds and payments to people, merchants or external bank accounts.
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