Please use the application form to the right (or below for mobile) to formally apply for your LeverageLine securities-based line of credit. Before you start, click here check to make sure your securities portfolio is eligible. 

You are incurring no obligation to proceed with your financing nor to pay any fees by  submitting this application. No credit is pulled and all information is securely encrypted. There is no cost to apply.

However, our service is not free: by applying you are agreeing to compensate A. B. Nicholas according to the following schedule, IF and ONLY IF you choose to proceed and after you receive your loan funds. (Note that you may terminate the loan process at any time prior to receipt of funds and owe us nothing.) The ABN fee is the only fee charged, and it is a one-time fee.

By submitting the application to the right you therefore are stating that you fully understand and agree to pay the appropriate fee after your loan funds have been delivered, and to do so either by ACH wire, directly from your credit line, or from a credit card, within one business day of the delivery and availability of your funds. You are agreeing to pay a fee from the following scale: (effective 6/5/2019)

  • For maximum credit lines above $1M: .5% (1/2 of 1%)
  • For maximum credit lines from $500K-$999K: 1%
  • For maximum credit lines from $250K-$499K: 1.5%
  • For maximum credit lines under $250K: 2%

You are also agreeing that you have 1) read our Disclaimer (abnicholas.com/disclaimer) and 2) read our Privacy Statement (abnicholas.com/privacy)and that you are a qualified, knowledgable investor. You agree that his is a formal agreement valid even if delivered electronically, and you agree by submitting the form to the right that A. B. Nicholas has not provided any tax, investment, or securities buy-sell advice.

Need to attach more files? Please use our Contact Form to send up to 10 more files (15MB max size each).

Note please: ALL fields must be filled out for the application form to be registered properly.

LeverageLine Quote/Term Sheet Request

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    You can read our help page here [opens a separate tab]
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    You can read our Disclaimer here [opens a separate tab]
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    Note: You are not committing to anything by indicating “Yes” now
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  • Securities Questionnaire
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  • Please attach a recent brokerage or bank statement and a current picture ID below.
    For ID verification, please provide a valid drivers license or passport with clear image. For brokerage statements, please do not send screenshots, but rather actual downloadable statements (most banks/brokerages allow you to save statements in PDF or JPG formats).
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  • Note please: you must be a registered affiliate of A. B. Nicholas to submit a transaction on behalf of another person. To apply, please visit the ABN Affiliate Application
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    I attest by my electronic signature that the information given in this application is truthful and accurate. I further recognize and accept that no financial advice, tax advice, or securities purchase or sale advice has been provided to me. I agree that no funding through this program shall be used as a tax shelter or tax avoidance method and that I shall consult a licensed tax professional for guidance as necessary. Note please: IP addresses are captured with this form for authentication.
  • Please wait after submitting as larger document uploads can take several minutes in some cases. Do not hit your backspace until you see the success screen