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 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.
The Bancorp Institutional Banking business develops lending, deposit and payment products and services to create financial flexibility and preserve wealth.
Creating opportunity in wealth management.
When clients have sudden cash needs, our Securities- or Insurance-Backed Line of Credit can provide liquidity without disrupting portfolio assets.
Our industry-savvy and knowledgeable Institutional Banking team provides one-on-one support to financial professionals and their clients.
Our lending services can provide financial professionals with the liquidity needed to fund practice transitions or make the move to independence.
National Support Team
Our Institutional Banking team covers all U.S. regions to provide personalized service for financial professionals and their clients.
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The Bancorp Bank, N.A. Member FDIC. © 2022 The Bancorp, Inc.