What We Offer

TriState Capital’s Private Bank caters to financial advisors by offering the AccessTSC Securities-Based Lending, which offers lending solutions for your clients.

  • Individuals
  • Family Offices and related structures
  • Business entities such as
    • Corporations
    • LLCs and LPs
    • Trusts and nonprofit entities and foundations

AccessTSC Lines are offered with both LIBOR based variable rate and fixed rate options. With these facilities, your clients can pledge their investment account(s) as collateral to meet many of their financing needs, with the exception of purchasing securities. Click Here to learn more.

Our Digital Lending Platform features 24/7 access, loan origination, loan servicing, and real-time relationship visibility - financial advisors and their clients can now access our Private Bank services wherever and whenever they choose. Learn more in just 60 seconds, below.

Who We Serve

Broker Dealers

Registered representatives of regional and independent broker-dealer firms

Registered Investment Advisors

Financial Advisors to high-net-worth individuals

Trust Officers

Specialized wealth managers within a trust company

Experts are behind every choice we make.

Meet Our Private Banking Team


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