Kestra Loan Info



New Application Process for Securites-Backed Line of Credit.  Learn More.


Kestra Loan Access – Helping you deliver better wealth strategies
Kestra Loan Access offers the financial tools for everyday money management and long-term financial planning. Focused on lending services, Kestra Loan Access puts you and your clients in the game, ready to respond to changing financial circumstances and new possibilities.

On this site
You and your staff can access the information, forms and resources needed to service your clients quickly and efficiently from this website. In addition, our Client Success team is available to help with any needs or questions you may have. Contact kestraloanaccess@thebancorp.com* or call 855.407.6192 to speak with a representative. 

Featured services

  • Securites-Backed Line of Credit (SBLOC) 
    Interest-only revolving line of credit
    Quick access to cash when liquidity needs arise

  • Talea® for faster loan origination and approval
    Sign on to the portal to create new SBLOC  loan packages
    “Meet once, sign once” documentation
    Quickly connects clients to needed liquidity


*To help maintain the security of your financial information, please do not include your account number or Social Security number in email correspondence.