How does our LeverageLine stock loan work?
Our incredible LeverageLine stock loan program is a non-recourse loan that collateralizes shares of non-marginable securities. The value of your loan depends on conditions such as volatility, quality of collateral, market conditions, and more.
No Sale Needed
A stock loan uses your shares as collateral – but you can continue trading in your secure, SIPC-FINRA secured account rather than losing them and any future appreciation.
If you would like to stay invested with your stock portfolio because you believe it will go up in future value, LeverageLine can be the solution to cash needs. .
Our stock loan provides liquidity quickly while you remain invested in your portfolio – that is, without having to sell a single share to generate cash. Liquidity to use for your business, franchise or to consolidate And if you don’t sell, you won’t have a capital gains tax event either.*
*If you do sell in the future, of course, you may have a capital gains tax event.
Use your credit line for anything other than buying more stocks.
Average ALL the stocks, bonds, and mutual funds in your portfolio together to produce a stable total collateral whole – and get up to 95% loan-to-value as opposed to the risk of depending on a single-stock, 50% LTV margin loan which are designed only to buy more marginable securities.