top of page

LENDING SOLUTIONS

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

Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC 

Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor

Family Legacy Partners, Inc., Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.

State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

 

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

Family Legacy Partners, Inc. © 2023. All Rights Reserved.

CN1/CNA0004c

bottom of page