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Stock Loans

Make the most of your investment opportunities

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Competitive Interest RatesReduce payments with our low rates

Flexible Terms

Stock Option & Stocks Secured LoansSeize investment opportunities whenever you find them

Stock Option Loans

Borrow the upfront funds to exercise your stock options — either prior to your company's initial public offering (IPO) or before your stock options lapse. Seize the opportunity while the exercise price is below the market price.

Then sell enough stock to pay back the principal and any interest owed. Put the rest of your stock towards personal gain — whether starting or strengthening your own investment portfolio.

Our Stock Option loans feature:

  • Competitive interest rates
  • Secure funds to exercise your stock options
  • Capitalize on the difference between the exercise price and market price
  • Sell enough stock to quickly pay back your principal and interest
  • Keep the rest of your stock to use for personal gain
  • ProsperityPrivate experience and expertise
  • Plus, enjoy relationship-based service and custom-tailored financing solutions

Stock Secured Loans

  • Leverage your market investments on custom-fit financing. Even better, you can still realize future returns on your secured stocks.
  • Don't sell low to satisfy unforeseen expenses or subject yourself to excessive capital gains taxes*. Borrow against the value of your portfolio. So you can stay comfortable today without sacrificing your long-term financial plans.
  • Use marketable securities to secure an even lower competitive rate
  • No need to sell valuable stocks just to satisfy short-term needs
  • Avoid capital gains taxes*
  • ProsperityPrivate experience and expertise
  • Plus, enjoy relationship-based service and custom-tailored financing solutions

*Consult a tax advisor.

Credit and collateral are subject to approval. 

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