What if I want to swap out securities used as collateral for other securities?

You are eligible to swap out securities at any time if you deem it beneficial to your portfolio. We do not lock you in if you think the securities are going to fall I value. We only require that the stocks you substitute cover the required value placed on your loan. This is something you should get in your loan documents defined clearly if you think you may encounter this situation.

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Stock Loans

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. Easy Stock Loans is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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