SpecializedNon-purpose revolving line
Securities-Backed Line of Credit (SBLOC)
Borrow against investments without selling them
Provider profile · not a review
Charles Schwab Bank, SSB
Documented in this directory for 1 financing structure. Relationships are shown neutrally and are not rankings or recommendations.
What this profile means
The listed relationships were supported by provider-controlled or authoritative evidence when reviewed. Product availability, eligibility, terms, and geography may change.
Provider overview
Charles Schwab Bank, SSB provides banking and lending services designed around eligible Schwab investment relationships. Its Pledged Asset Line is a non-purpose line of credit secured by eligible non-retirement portfolio assets; Schwab also connects clients with home lending provided by Rocket Mortgage.
- Provider type
- Bank serving brokerage and wealth-management clients
- Financing context
- Securities-backed non-purpose lines of credit and relationship-based home lending access
- How financing is accessed
- Online or through a Schwab Financial Professional; eligibility depends on the account and collateral
- Geographic scope
- Available to eligible Schwab clients subject to product, collateral and legal restrictions
- Borrower / customer type
- Eligible individual, joint, trust and certain organizational clients with qualifying Schwab assets
Verified official resources
Profile details reverified from official sources: August 29, 2026.
Verified financing structures
Official evidence pages
Last major verification: August 29, 2026