Banking and Lending
While investing and financial planning are at the core of RHS Financial’s business focus, we recognize that high net worth investors need banking services to maximize their potential and develop suitable lifestyles. We therefore have partnered with Charles Schwab bank to provide extremely competitive rates on frequently used banking products such as mortgages and credit cards. Here are some of the products we can help you with:
Pledged Asset Lines
Leverage the value of your eligible portfolio investments to get cash for their personal or business needs with the Pledged Asset Line from Charles Schwab Bank This helps you gain liquidity without selling your assets.
Because you stay invested, you continue towards your investment goals and retain the ability to buy, sell and trade within the Pledged Asset Account. You can also:
Help to avoid potential tax consequences caused by sale of assets
Separate investment borrowing from non-purpose borrowing
Other Schwab Lending products that might be more familiar to you are as follows:
Mortgages
Charles Schwab: Home Mortgage
Home Equity
Home Equity Line of Credit: Charles Schwab Bank: HELOC
Visa Signature Card(R)
Cash Back Credit Card: Schwab Bank: Visa Credit Card
High Interest Checking
Online Checking Accounts: Online Investor Checking Accounts: Charles Schwab
