Lending Services

The Bancorp Institutional Banking business develops lending solutions that can build flexibility into wealth management plans. With competitive interest rates, lower fees compared to traditional lending1 and potential tax advantages2, financial professionals and their clients can benefit from lines of credit based on the value of portfolio assets. With efficient application and underwriting processes that promote timely access to funding, financial professionals have the solution to clients’ cash needs at their fingertips.

TIMELY CASH ACCESS + GREATER FINANCIAL FLEXIBILITY = THE BANCORP SBLOC

It all adds up. The Bancorp Securities-Backed Line of Credit (SBLOC) helps your clients meet their cash needs while keeping their portfolio and your investment strategies intact. See why our SBLOC is a smart source for liquidity.

 

Access Cash, Preserve Assets

SBLOC

A Securities-Backed Line of Credit (SBLOC) offers fast access to funding based on the value of a client's portfolio assets.1-4

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Transition Services

With our SBLOC, financial professionals can transition to independence and retain valued clients.1-4

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The Bancorp Advantage

Always a Partner

We don’t compete with financial professionals but develop banking products and services to help them better manage client wealth. 

Client-First Approach

While we don’t manage wealth, we do keep clients’ financial health in mind with a conservative approach to evaluating client assets.

Competitive Pricing

Our goal is client success. That’s why our loans offer some of the most competitive rates and terms in the industry.

National Service

Our Institutional Banking team is strategically located throughout the U.S. to provide a high-touch client experience.

  1. The Bancorp Bank, N.A. (Bank) does not charge an application fee. State, local and/or third-party fees may apply in some states.
  2. Securities-based borrowing has special risks and may not be suitable for everyone. Consult a financial advisor about any associated risks. Consult a tax advisor for tax-related matters and an attorney for legal matters. The Bank does not provide financial, tax or legal advice.
  3. An SBLOC cannot be used for the purchase of additional securities or to pay off a margin loan that was used to purchase securities.
  4. Funding is subject to credit approval and underwriting.