Lending Solutions
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.
Lending Solutions Brochure
Margin Lending: Credit Advance is a margin lending tool designed to allow clients to leverage assets for any purpose including the purchase of securities.
CreditAdvance® Brochure
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.
LoanAdvance® Brochure
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.
RealAdvance® Brochure
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