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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.

  • 60-month term available
  • Competitive interest rate based on borrowers’ credit score(s)
  • Loan to Value:
    Management CompanyMax LTV
    SmartBank Investment ServicesUp to 80%
    Other wealth management companyUp 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.