BrokerBene

Secure a low account margin rate! 5.8% Capital losses can be tax-deductible as interest.

Obtain a loan as straightforward as executing a trade. 5.8% Obtain the optimal price from exchange bids and asks.

Use securities as collateral for withdrawals. 5.8% The trustee's margin requirement ensures loan repayment capability.

Get cost-effective with BrokerBene

Who uses BrokerBene?

Advanced retail investors use BrokerBene for efficient investing and borrowing.

Shielded

Unaffected by stock market fluctuations: it settles with a fixed amount at expiration.

Risk-free early exercise

The options utilized are European-style, with a fixed expiration date for repayment.

Receive the best rate

The interest rate is transparently determined through competitive bidding on the exchange.

We simplify

borrowing

through

BrokerBene

Borrowing via a BrokerBene is like buying stock: place an order for the amount you want, and once it's filled, you can withdraw the cash, subject to margin requirements.

Borrow

as easily as

trading

Secure the best price by evaluating the bids and asks available on the exchange.

Withdraw

by leveraging

securities

as collateral

The trustee's margin upkeep requirement ensures you can settle the loan

BrokerBene. You’re in trusted hands

Your money is safe. we prioritize security and privacy.

Your investments are stable

You'll maintain your investments in your current brokerage account and use the same trading interface. The only change will be in your margin interest bill.

SEC-regulated and a fiduciary

As an SEC-regulated Registered Investment Advisor, we are a fiduciary, which means we are legally committed to acting in your best interest.

Billions in strategic investments

BrokerBene employs box spread options to lower borrowing costs. The same strategy manages over $3 billion.

Your investments are stable

You'll maintain your investments in your current brokerage account and use the same trading interface. The only change will be in your margin interest bill.

SEC-regulated and a fiduciary

As an SEC-regulated Registered Investment Advisor, we are a fiduciary, which means we are legally committed to acting in your best interest.

Billions in strategic investments

BrokerBene employs box spread options to lower borrowing costs. The same strategy manages over $3 billion.

What can I expect?

BrokerBene is a set-and-forget tool: configure it once, and it will run automatically in the background

Initial setup only

After creating an account, link BrokerBene to your brokerage account using an easy online form.

Employ margin as usual

Use margin loans as usual. Borrow and repay them anytime, with no extra paperwork required..

Cut margin interest for tax benefits

BrokerBene handles the details to secure lower interest rates and turn margin interest payments into capital losses