Provide strategic portfolio liquidity to clients—just in case they need it—with greater ease and confidence.
Both financial professionals and clients benefit from CreditLink, which helps simplify the steps required to:
CreditLink helps make it both practical and manageable to deliver a credit solution.
Credit Access Line, our securities-based line of credit offered by Royal Bank of Canada, features competitive rates and advantageous terms. It can be a powerful wealth management tool because it offers flexible financing for when clients want to seize unexpected opportunities or fund emergency expenses.
With CreditLink, the credit process for RBC Credit Access Line is simplified into three easy steps:
The dashboard view in CreditLink provides a summary of the loan to value (LTV) for each financial professional’s entire book of business. From the dashboard, financial professionals can navigate to additional information about recent activity, live lines and current applications.
After clients advance on their lines of credit, the simple and easy-to-use stoplight system provides financial professionals with relevant information to make well-informed decisions.
Helping your clients finance their wealth management goals with RBC Credit Access Line is your opportunity to offer financial flexibility, simplicity and beneficial terms that may help you:
CreditLink is the tool that makes this all possible.
RBC Credit Access Line is a securities-based, demand line of credit offered by Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC Capital Markets, LLC. Subject to Credit Approval. Securities-based loans involve special risks, are subject to minimum collateral requirements, and are not suitable for everyone. Additional restrictions may apply.
Speak with a representative to learn more or schedule a demo.
Provide clients with financial flexibility and strategic portfolio liquidity—without selling assets or disrupting their long-term investment strategies.
Offer your firm’s clients a wealth of choices and customize their portfolios with a broad range of securities.
Deliver holistic portfolio views and reporting to helpdemonstrate your value as your clients’ trusted financialprofessional.