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My question pertains to pledging a certain % of assets held in a liquid portfolio as collateral. I would like to understand if
1) TD Bank offers these products
2) Whether it matters if the investment account is on a platform owned by TD Ameritrade or elsewhere
3) The nuances behind the products such as –
a. the schedule of interest rates offered (on amount borrowed, spread over LIBOR)
b. borrowing and repayment terms such as whether it can be structured as a revolver/credit card or a lump sum deposit
c. whether you determine borrowing capacity based on a % of the net liquidation value of the portfolio or whether it is based on certain asset/security classes only (such as bonds but not stocks)
May 16, 2016 11:37:40 AM
Borrowing & Managing Your Credit
In reply to Brian, Milwaukee
Thanks for your interest in an account with TD, Brian. We'd be glad to point you in the right direction.
Please know that you've reached TD Bank. Though we share the same TD Shield as TD Ameritrade, we are only affiliates. Because of this, we recommend reaching out to TD Ameritrade directly for help. You are able to take a look at their web page here: http://bit.ly/1o5CpfJ.
You are also able to take a look at their contact options here: http://bit.ly/10vBRGD.
We hope this helps, Brian and have a good day!
Megan K, Mount Laurel
May 16, 2016 11:37:50 AM