Private Marketable Securities Line of Credit
A securities-based line of credit can be a flexible and cost-effective way to strategically access liquidity. Ask us about the advantages of having your investment account with SmartBank Investment Services.
- 1-5 year terms available
- Competitive interest rate based on borrowers’ credit score(s)
- Loan to Value:
Management Company Max LTV SmartBank Investment Services Up to 80% Other wealth management company Up to 70%
- $500 document prep fee
- Minimum credit score of 680 required
Borrower must meet one of the requirements for Private Banking. Subject to underwriting and approval.