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How to Apply
   
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Your line of credit
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Step 2 - Line Of Credit Information

 

 

4 Questions


  1. Choose your Draw Period - 1 year, 3 years, 5 years, or 7 years
    (During this time, advances may be drawn against the line of credit, provided there is sufficient collateral in the mutual fund. At the conclusion of the Draw Period, you will be required to repay your loan over an eight year period. )
  2. Choose your Requested Maximum Line of Credit Amount
    (A credit line for this amount or the maximum amount eligible will be opened.)
  3. Choose your Initial Draw Request
    (minimum is $10,000 and maximum is $1,000,000)
  4. If your initial draw request exceeds your credit limit when your credit line is approved, you may choose to:
    Receive maximum initial advance available or
    Cancel your credit line and application

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Step 3 -Securities Information
 
 

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updated: 4/29/2008 mls