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BNY Mellon Pershing’s lending solutions provide strategies to take advantage of the value and borrowing power of the investments in client investment accounts to meet liquidity needs.

Margin Lending

Credit Advance is a margin lending tool designed to allow clients to leverage assets for any purpose including the purchase of securities.
CreditAdvance® Brochure

Securities Based Lending

Loan Advance is a securities-based lending program which allows clients to borrow funds at competitive interest rates for non-securities based purchases.
LoanAdvance® Brochure

Private Banking Solutions

Exclusively for high net-worth Pershing clients, BNY Mellon offers access to private banking solutions, including:

  • Line of Credit

  • Mortgage Solutions

  • Commercial Real Estate Financing

  • Life Insurance Premium Financing

  • Customized Financing Solutions

  • Escrow Services

BNY Mellon Private Banking Solutions Brochure

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