A better lending solution for your clients
More complete wealth management for high-net-worth clients.
An SBLOC allows clients to access a line of credit using their investments as collateral through our trusted banking partner, The Bancorp.
Whether buying their dream home or a new business opportunity, help clients access fast, flexible liquidity in a tax-smart way.¹
The Bancorp Bank, N.A. (“Bank”) does not charge an application fee. State, local and/or third-party fees may apply in some states.
The sum borrowing rate for an SBLOC consists of two components:
1. A variable rate from The Wall Street Journal Prime Rate (WSJP), which is based on a consensus of large banks surveyed by The Wall Street Journal. See WSJP rate from The Wall Street Journal.
2. An interest rate spread ranging from minus 0.25% to 1.00% based on your line of credit amount.
*Final rate determined by The Bancorp Bank, N.A. (“Bank”) with supporting documentation of competing offer. Subject to underwriting and credit approval. Rates subject to change at any time.
**These are maximum percentages. Securities in a pledged account must meet The Bancorp Bank, N.A. (“Bank”) collateral eligibility requirements including portfolio composition and concentration. All percentages are subject to change in Bank's sole and absolute discretion, at any time.
Set yourself apart by meeting more client needs.
