Securities loans, or margin loans, are loans against non-retirement investment accounts. That account typically contains stocks, bonds or diversified assets which are pledged as collateral on the loan.
These loans are issued from your custodian (Fidelity, Schwab, etc.) or can be issued from a bank.
Watch this video to learn more!
Chris Kaminski, CFP®, RICP®, ChFC®, CLU®, CLTC®
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