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Education The Right Choice

Securities-Based Lending

Securities-based lending allows securities in an investment portfolio to serve as collateral for a loan.

The information contained herein is subject to change without notice. This material is provided for general and educational purposes only; it is not intended to provide legal, tax, or investment advice or to avoid penalties that may be imposed under U.S. federal tax laws. Contact your tax professional, attorney, or investment advisor regarding your legal, investment, or tax situation.

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