Easily Manage Your Line of Credit
myAccess provides borrowers with the digital tools they need to help manage their line of credit.
SAVE TIME, GET FASTER RESULTS
These benefits offer our borrower the opportunity to self-manage their line of credit efficiently resulting in a streamlined transactional process. Borrowers can save time managing their lines of credit through our new digital portal on their laptops, tablets and mobile devices. 24/7 access is now available to request draws, make payments, request a line increase, check balances, view transactions, and set-up email and text alerts.
A BETTER EXPERIENCE FOR BOTH BORROWER AND ADVISOR
Through myAccess, borrowers can now securely self-manage their lines of credit through these various features at home, work or on the go!
Features:
- Request funds
- Via wire or ACH*
- With or without standing instructions*
- Make a payment*
- Enroll in monthly autopay*
- View your account status
- Balance
- Interest due
- Availability
- Swapped lines
- Transaction history
- Statements
*Note: Advisors will receive email notifications each time the borrower initiates these requests.
Access your available credit when you need it most
With the current available credit in your Securities-Based Line of Credit (SBLOC), or Insurance-Based Line of Credit (IBLOC/Cash Value), you can move forward with almost any plans without tapping into your strategic investments or portfolio.
From business to personal expenses, financial obligations to dream purchases your line of credit is available now for just about anything, including:
FAQS
If you already have an existing LOC with TriState Capital Bank, you may register at the following link:
You will need the following information to complete the registration process.
- Loan Number
- Date of Birth
- Social Security Number
If you have any questions during the registration process, we encourage you to call us directly at 866-560-8722.
You can locate your loan number in your original loan documents or by contacting us directly at 866-560-8722.
myAccess Mobile App is available for download
The myAccess mobile app is available for download:
Our Borrower Lending Platform
myAccess provides borrowers with the digital tools they need to help manage their line of credit. Our borrower lending platform features 24/7 access with real-time visibility into their account. These benefits offer our borrowers the opportunity to self-manage their line of credit efficiently resulting in a streamlined transactional process. Borrowers can save time managing their lines of credit through our new digital platform on their laptops, tablets and mobile devices. Watch this brief video to learn more.
Register Today!
Do you already have an existing securities-based line of credit, or insurance-based line of credit? If so, you are ready to start the myAccess registration process.
If you have any questions during the registration process, we encourage you to call us directly at 866-560-8722.
Securities-based lending is a non-purpose margin loan secured by eligible, marketable securities. It is non-purpose because the proceeds of the line of credit cannot be used to purchase securities. Securities-based lending has special risks and is not suitable for all investors. The risk of securities-based lending include: (i) market fluctuations that may cause the value of pledged assets to decline, (ii) a decline in the value of the pledged securities that could result in selling the securities to maintain equity, and (iii) possible adverse tax consequences as a result of selling securities.
myAccess is a digital platform of TriState Capital Bank and is offered exclusively by TriState Capital Bank.
TriState Capital Bank is a Pennsylvania-chartered bank.
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