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TriState Capital Bank
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  • Our People
  • Lending
      • Commercial Real Estate
      • Equipment Finance
      • Financial Advisor Solutions
      • Insurance-Based Lending
      • Middle Market Solutions
      • Securities-Based Lending
  • Liquidity Solutions
      • Family Offices Financial Services
      • National Deposits
      • Treasury Management
  • About
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      • Management Team
      • Investor Relations
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      • Financial Advisors - Digital Lending Platform


        A TriState Capital Bank Securities-Based Line of Credit (SBLOC) is a lending product based on the proven approach of pledging eligible securities as collateral. It offers access to liquidity without disrupting a client’s investment strategies and objectives.

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      • Personal Banking - Deposit Clients


        Convenient, secure banking on your schedule from your computer, tablet or smartphone

        FDIC-Insured – Backed by the full faith and credit of the U.S. Government

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      • Personal Banking - myAccess Borrower Platform


        With myAccess, you have real-time visibility into your account balance, interest due, transaction history, statements, and more

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      • Treasury Management - AdvantageTSC Direct


        Conveniently access information and reporting documents regarding receivable and payable services.

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      • eStatements (only)


        Have statement questions?
Monday through Friday, 8am to 5pm ET at 1-866-680-8722, option 2, or email us directly at [email protected].

        FDIC-Insured – Backed by the full faith and credit of the U.S. Government

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By clicking CONTINUE, you’ll be leaving the TriState Capital Bank website and be directed to a third-party site. If you’d like to return to the previous page,  just click CANCEL.

Note: If you are accessing your deposit statement via this link DO NOT use your TSC Online Banking user name and password. You will need to create a new user ID and password that will be specific to eStatements. (If you have online banking access, you can always log on directly through online banking via the homepage to also obtain your eStatements.)

Reach out with questions anytime, Monday through Friday, 8am to 5pm ET at 1-866-680-8722, option 2, or email us directly at [email protected].

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You’ve taken the first step

Get ready to experience a safe and easy way to manage your accounts online with myAccess.

Frequently Asked Questions

Is there an application I can use with my mobile phone?

Yes, you can utilize the following links to upload the application to your mobile phone:

Insert Links

1) Select Register at the bottom left of the application
2) Read the Terms and Conditions for Online Banking Services and click the checkbox accepting the terms of the agreement then select the Continue button
3) Input the Loan Number, Last Name, Date of Birth and Social Security Number then select the Submit button
4) Need to input the next steps

How do I change my security questions?

1) Click on the Profile tab and the top of the home page on your desktop then click security questions
2) Input your answers for the three questions provided. You will have the ability to select the dropdown to change the questions
3) Select the Continue button after you have answered all three questions
4) Review your answers to confirm they are correct. If they are correct, select the Submit button. IF they are not correct, Select the Edit button which will bring you back to the questions page for you to edit your answers.

How do I change my password?

1. Click on the Profile tab and the top of the home page or the bottom right-right hand screen on your mobile app then click Password
2. Input your current password and then a new password in their respective fields. You will need to re-enter your new password in the Confirm Password field.
3. Select the Update tab to complete the change

How do I change the address, phone number, or email address on my account?

1. Click on the Profile tab and the top of the home page or the bottom right-right hand screen on your mobile app then click Contact Information
2. Edit the respective fields with the new information
3. Select the Update tab to complete the change

How do I view my estatement (statement)?

1. Click on the Online Statements tab at the top of the home page or the menu bars in the in the upper right corner of your mobile app
2. You will be directed to a third-party site your view your estatement

How do I set up/edit alerts for my account?

3. Select the drop down of you loan name in the upper right-hand corner of the home page or the menu bars in the in the upper right corner of your mobile app
4. Select Settings
5. Select Alerts
6. Locate the Add/Edit an Alert in the middle of the page.
7. Select the alert that you wish to add/edit; Balance, Daily Balance, Loan Due, Transaction
8. Select Add Subscription
9. Provide the parameters that you would prefer and then select Submit

How do I register for text banking?

1. Select the drop down of you loan name in the upper right-hand corner of the home page or the bottom right-right hand screen on your mobile app
2. Select Settings
3. Select Text Banking
4. Within the Text Banking dropdown, select Register Phone Number.
5. Select if you would like to use the current number on file or a new mobile number. If using a new mobile number, input on the required fields.
6. Select Add to continue
7. You will be directed to a screen to input your activation code that was sent to your mobile phone. Enter the activation code provided to you and select Submit.
8. A new screen will appear for you to create a mobile nickname. Select the enable checkbox, input your mobile nickname, and then select the circle to confirm this is your primary phone.
• Please see Help at the right-hand top of page for a list of available commands and frequently asked questions

Can I make a one-time payment to my account?

1) Locate the Quick Links tab on the right-hand side of the Account Summary page or at the bottom of your mobile app page
2) Select the Make a Payment link
3) Confirm that your email and phone number are correct. If they are not correct, select the contact information link to update
4) Input the required information into the fields
5) Select submit
6) You will receive an email notifying you that we have received your request and will begin processing
• Transaction should post to your designated account within 2-3 business days

Can I have my loan payment deducted monthly from my external bank account?

1) Locate the Quick Links tab on the right-hand side of the account summary page or at the bottom of your home screen on your mobile app
2) Select the AutoPay- Enroll link
3) Confirm that your email and phone number are correct. If they are not correct, select the contact information link to update
4) Input the required information into the fields
5) Select submit
6) You will receive an email notifying you that we have received your request and will begin processing

How do I process a draw (send money) from my line of credit?

1) Locate the Quick Links tab on the right-hand side of the account summary page or at the bottom of your home screen on your mobile app
2) Under Request Funds, select the how you would like to send the money, via ACH or via Wire
• If you have standing instructions on file, you would select via ACH-Standing Instructions or Via Wire -Standing Instructions. If you would like to have standing instructions on file, please call Customer Service at (866) 560-8722.
3) Confirm that your email and phone number are correct. If they are not correct, select the contact information link to update
4) Input the required information into the fields
5) Select submit
6) You will receive an email notifying you that we have received your request and will begin processing
• Please note for ACH, the transaction should post to your designated account within 2-3 business days*.

Can I request an increase to my line of credit?

Yes, you can request an increase to your line of credit that is utilizing the existing collateral. If you wish to add collateral, please reach out to your financial advisor.
1) Locate the Quick Links tab on the right-hand side of the account summary page or at the bottom of your home screen on your mobile app
2) Select the Request a Line Increase link
3) Confirm that your email and phone number are correct. If they are not correct, select the contact information link to update
4) Input the required information into the fields
5) Select submit
6) You will receive an email notifying you that we have received your request and will begin processing.

What are Fast Balances and how do I set up Fast Balances on my mobile app?

Fast balances allow you to view balances and recent transactions right from the login screen, without entering your User ID and password.
1) In the mobile application select the menu bars in the top right-hand corner of the screen
2) Select Settings then Fast Balances
3) Once on the Fast Balances screen you can input your device name
4) Check the checkbox for each account you want to include in Fast Balances
5) Click the Submit button
6) You can now select the Fast Balances button on your log in screen to view balances and recent transactions without entering your User ID and password.

SAVE TIME, GET FASTER RESULTS

This secure, easy-to-use interface is available 24/7. You can save time and get faster results by simply going online to perform standard requests, check loan details, make payments, and manage your lines of credit.

A BETTER EXPERIENCE FOR BOTH BORROWER AND ADVISOR

myAccess screen

Through the myAccess portal, you can self-manage your accounts efficiently without advisor notification. With secure access to real-time information and a dedicated technical support team, you can now conveniently:

Features:

  • Request funds
    • Via wire or ACH
    • With or without standing instructions
  • Make a payment
  • Change your payment method
  • View your account status
    • Balance
    • Interest due
    • Availability
    • Swapped lines
    • Transaction history
    • Statements

Use your best untapped resource

With the unused funds in your Securities-Based Line of Credit (SBLOC), 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 SBLOC is ready now to be put to use for you for just about anything including a:

New business venture

Luxury purchase

Dream vacation

Home renovations

Tax bills

Medical expenses

FAQS

How do I register for myAccess?

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Where can I locate my SBLOC account number?

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GET STARTED TODAY

Contact TriState Capital Bank to learn how an SBLOC and the myAccess Lending Platform can assist you in getting safe and easy to liquidity for your clients.

To register an existing line of credit, please contact your financial advisor or a TriState Capital Relationship Manager.

To search for bankers specific to your banking needs, industry, and location visit: tscbank.com/find-a-banker

myAccess mobile app is available for download:

Apple Store Google Play

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. AccessTSC is offered exclusively by TriState Capital Bank through TriState Capital Bank’s Digital Lending Platform (DLP).

App Store is a service mark of Apple Inc., registered in the U.S. and other countries. Google Play and the Google Play logo are trademarks of Google LLC.

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A quick note: If you’re accessing your deposit statement through this link, don’t use your TSC Online Banking username and password. You’ll need to create a new user ID and password that will be specific to eStatements. (If you have online banking access, you can also log in directly through online banking from the homepage to obtain your eStatements.) Reach out with questions anytime, Monday through Friday, 8am to 5pm ET at 1-866-680-8722, option 2, or email us directly at [email protected].
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A quick note: If you’re accessing your deposit statement through this link, don’t use your TSC Online Banking username and password. You’ll need to create a new user ID and password that will be specific to eStatements. (If you have online banking access, you can also log in directly through online banking from the homepage to obtain your eStatements.) Reach out with questions anytime, Monday through Friday, 8am to 5pm ET at 1-866-680-8722, option 2, or email us directly at [email protected].
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Reach out with questions anytime, Monday through Friday, 8am to 5pm ET at 1-866-680-8722, option 2, or email us directly at [email protected].
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Reach out with questions anytime, Monday through Friday, 8am to 5pm ET at 1-866-680-8722, option 2, or email us directly at [email protected].
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Note: TriState Capital Bank is an independently chartered Bank subsidiary of Raymond James.

If you have any questions regarding your application, please email us directly at [email protected].

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