Pershing’s lending solutions provide strategies to take advantage of the value and borrowing power of the investments in client investment accounts to meet liquidity needs.
Margin Lending: Credit Advance is a margin lending tool designed to allow clients to leverage assets for any purpose including the purchase of securities.
Securities Based Lending: Loan Advance is a securities-based lending program which allows clients to borrow funds at competitive interest rates for non-securities based purchases.
Mortgage Origination: Real Advance is a mortgage origination program offered through EverBank which allows you to offer your clients first and second mortgages for a variety of purposes at competitive interest rates.