2 Sections to Choose From
- Mutual Fund Group(s) - if your investments are held directly
by a mutual fund group
- Brokerage Account - if your investments are held with a brokerage
firm
Be sure to enter all funds you own, that you wish to use as collateral.
You will be notified by email of the maximum line of credit amount
according to the current market value and risk category of your
mutual funds.
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