At A. B. Nicholas we never stay still, and are always looking for new ways to provide value and security to our clients. 

Today we are happy to announce that we can provide all of the great features of our LeverageLine that have made it the premier securities-based credit line (SBLOC) for the franchise and commercial real estate industry and allow the client to keep their securities exactly where they are, with a simple background lien providing all the security our licensed SIPC/FINRA lenders require. 

This is available at this time only to those with pre-existing TD Ameritrade or Charles Schwab accounts; those with other account will still need our lenders to move the securities to their own new account at their lender’s institution. 

In addition, those with account at Schwab or Ameritrade, in addition to loan-to-values of up to 80% for equities, can avail truly institutional interest rates that are up to 2% lower than our already low wholesale LeverageLine rates. Again, this is at present only available to those with pre-existing TD Ameritrade and Schwab accounts. 

NOTE to ABN AGENTS ONLY. If you are an ABN agent and have signed your new Agent Agreement but not taken your Compliance Exam, please contact us today to take the exam so you may receive fees on your referrals. 

Learn more here. 

Share on facebook
Facebook
Share on google
Google+
Share on twitter
Twitter
Share on linkedin
LinkedIn
Related Posts

A LeverageLine Case Study

– Making Real Dreams Come True –  Every LeverageLine client is different: this we can say from ten years of experience. Each need is unique, each application specific to that client’s needs. Here’s one example case we recently completed that shows how A. B. Nicholas Securities Finance provided the funding this borrower needed to realize a lifelong objective.  Let’s call her Sandy, a 57 year old former law clerk and

Reminder to Agents

Per licensed institution rules, we cannot pay fees to any referring party or Agent UNLESS they have completed the training and compliance exam with a score of 100%. If you have not yet received your Compliance Certification documents, then you have not completed the exam and must do so ASAP.  Register here for the training and compliance exam, if you have not yet taken it.  REGISTER NOW

A New LeverageLine

At A. B. Nicholas we never stay still, and are always looking for new ways to provide value and security to our clients.  Today we are happy to announce that we can provide all of the great features of our LeverageLine that have made it the premier securities-based credit line (SBLOC) for the franchise and commercial real estate industry and allow the client to keep their securities exactly where they

Join Our Weekly Newsletter

We do not sell, communicate or divulge your information to any third-parties.