An SBLOC offers your clients timely access to an interest-only revolving credit line based on portfolio value, leaving both portfolio strategy and assets under management intact.
Borrowing power can range from 50%-95% of portfolio value based on eligible asset classes, with a 95% advance rate for an all-cash portfolio.
Use of Proceeds:
Real estate investment, nonpurpose loan payoff, estate settlement, business investment/costs, taxes, tuition and more.1
Flexible Terms and Conditions:
No application fee2, no annual or monthly fees, no income verification for individuals, joint accounts or trusts, no cost for portion of line not in use.
Learn more about the advantages of SBLOC loans.
1. An SBLOC cannot be used for the purchase of additional securities or to pay off a margin loan that was used to purchase securities.
2. The Bancorp Bank, N.A. (Bank) does not charge an application fee. State, local and/or third-party fees may apply in some states.
Securities-based borrowing has special risks and may not be suitable for everyone. Consult a ﬁnancial advisor about any associated risks. Consult a tax advisor for tax-related matters and an attorney for legal matters. The Bank does not provide ﬁnancial, tax or legal advice.