Not all stocks & securities qualify for this lending platform.

In order to qualify, securities must meet the following guidelines:

First, securities must be Publicly & Actively Traded.

Acceptable Securities Include -

• Stocks
• Mutual Funds
• Bonds
• U.S. Treasury Notes
• Most Foreign Securities.

Instruments NOT Usable as Collateral include -

• CD’s*
• Money Market Accounts*
• Annuities
• 401(k)’s, IRA’s or any Restricted Retirement Funds
• SBLC’s
• Bank Guarantees or Warranties
• Commodities
• CMO’s
• Gold or Silver Mines
• Precious Stones
• Bearer Bonds
• Private Notes or Private Bonds
• Maturing Bonds (coming due within 3 years)

* CD’s & Money Market Accounts may be converted to cash; then securities may be purchased and used as collateral.