You’ve worked hard to get here. Now get the credit you deserve.

Get a line of credit that has low rates, flexible terms, and is easy to use. Finance what you need today while keeping your long-term goals in place.

Low rates.
Flexible terms.
Easy to use and know where you stand.

A BriteLine is a low variable rate line of credit that allows you to borrow against your taxable investment portfolio to address your financing needs. This is subject to minimum line sizes and minimum portfolio balances as described more fully in our FAQs.

Low rates and flexible terms

We’re bringing the some of the lowest rates in lending to a broader group of borrowers.

Use our calculator and see for yourself how a BriteLine compares to traditional loans.

Easy to Use

1

Find out if a BriteLine is right for you.

2

Complete our user-friendly application.

3

Sign our loan documents.

4

Start using your BriteLine!

Our application process is fast and simple. Contact us today to find out more.

Know where you stand.

We want you to fully understand every aspect of your BriteLine and ensure you use it responsibly. Both before and after you set up your line, we take the extra step to help you understand your balance in relation to your assets with our Stoplight System.

You’ve worked hard to build your savings. We’re here to help you protect it.

Create the payment plan that works for you.

Interest Only

Pay only interest on your line. We can arrange for monthly automatic withdrawals.

Fixed Payment Plan

Complete our user-friendly application online or on paper to set it up.

Cap and Roll

Draw on your BriteLine to pay the interest, which would be added to the loan balance.

Applying for your BriteLine is easy. Have your financial advisor contact us to get started.

Have peace of mind with BriteLine®.

Why BriteLine? – Find out how a BriteLine may be a better alternative to other types of loans.

Borrower Protection – Few in the industry go to this level to help protect you.

BriteLine Process – Our simple application process can help you make sure you have cash whenever you need it.

Benefits & Risks – Learn the details of using a BriteLine responsibly.

Calculator – Use our calculator tool to see how a BriteLine compares to traditional loans.

Facts & FAQs – Find out the ins-and-outs of our BriteLine product, including rates and payment methods.