The Bancorp works behind the scenes to create cash management products for financial professionals looking to expand their wealth management capabilities.
The Bancorp lending, deposit and payment services can be seamlessly integrated into wealth management strategies to create financial flexibility and preserve wealth.
The Bancorp is not a wealth manager, but instead provides financial professionals with strategic banking solutions to broaden wealth management strategies.
The Bancorp knowledgeable support team provides dedicated service to financial professionals anywhere in the U.S.
The Bancorp has earned the trust of over 60,000 financial professionals who use our financial solutions to preserve client wealth.
The SBLOC is a low-cost alternative to traditional loans when liquidity needs arise.
The IBLOC provides timely liquidity based on the cash value of select whole life, universal life and indexed universal life insurance policies.
Advisor Financing provides financial professionals with the capital needed to move their financial practice into the future.
Transition Services helps financial professionals retain client relationships and assets under management when starting an independent practice.
Financial professionals can keep client assets under one roof for comprehensive management to benefit investment strategies.
Investment Checking offers clients a premium checking account with the ability to sweep account surplus to and from their brokerage account.
Achieve freedom with anytime, anywhere access to frequently used banking services.
Institutional Deposits give retirement plan sponsors the ability to offer plan participants the safety and liquidity of a cash investment option.
Our technology-enabled offering and associated banking services make it fast and easy for financial professionals to attract and retain clients and grow wealth.
Banking is all that we do. This focus allows us to develop banking solutions for our partners without competing with them in wealth management.
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.
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.
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.
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.
We foster long-term relationships with our partners and provide them with dedicated support from our nationwide team of financial industry professionals.
From securities- and insurance-backed lending solutions to Cash Access payment services and Institutional Deposits, The Bancorp enables financial professionals to better serve their clients’ needs and broaden their client wealth strategies.
Seamlessly linking banking and investment services.
Solutions that provide financial professionals and their clients with a seamless application process and timely access to liquidity.
Retail and Institutional Deposit accounts* provide convenience, competitive yields and the security of FDIC deposit insurance coverage.
Simplified cash management through mobile and ACH payments to transfer funds and payments to people, merchants or external bank accounts.
The Bancorp has a singular focus — to continuously develop banking products and services that enable financial professionals to offer clients holistic advice to preserve and grow their wealth.
All fields marked with an asterisk (*) are required.
The Bancorp Bank, N.A. Member FDIC. © 2022 The Bancorp, Inc.