Earn income on your long securities.

If you have stocks that are attractive in the securities lending market, our custodian will borrow the stocks from you, and deposit collateral into your account. When your stock is loaned out, you will see the fee rate that you are being paid on the loan along with the exact management fee you pay. You are still the owner of the stock, which means you continue to have market risk and will recognize any profit (or any loss) if the stock price moves.

The Stock-Yield Enhancement Program

Securities Financing Services are backed by our dedication to providing full-service wealth and investment management solutions to our customers. By combining depth of availability, transparent rates, global reach, a dedicated team of wealth managers, world-class technology, and low financing rates, our clients are able to optimize their financing needs. The program is available to all qualified clients. If you qualify, your wealth manager will talk to you about the program.

Learn more about the Stock-Yield Enhancement Program

Global Advisers Investment Services

Interested in our services? Speak with a certified financial professional.

800-832-8514


Ext — 1402


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Business Planning

For many people, owning their own business is an American dream. But managing your own business takes a lot more than hard work. You need a financial plan…

US citizens living anywhere in the world and US resident aliens may open cash or margin Individual Retirement Accounts (IRAs).

IRA margin accounts allow trading so the account can be fully invested as well as the ability to trade multiple currencies and multiple currency products, but are subject to the following limitations:

  • No cash borrowing (i.e. cannot have a debit balance or short stocks).
  • IRA accounts may be opened in any base currency, but when trading in a non-base currency product, a currency trade must be executed first as you cannot borrow currencies.
  • Withdrawals are permitted only in USD.*
  • No stock or option cross-margining.
  • No currency borrowing.
  • Futures trading in an IRA margin account is subject to substantially higher margin requirements than in a non-IRA margin account. Margin rates in an IRA margin account may meet or exceed three times the overnight futures margin requirement imposed in a non-IRA margin account.

Customers are advised to consult with their adviser and tax specialist for further details on IRA rules and regulations.
Residents of Canada may not open Individual Retirement Accounts.