Resources - Total Bank Solutions

Product Fact Sheets

Insured Deposit Program

IDP for Depository Institutions

Gain a diversified source of stable and predictable base of deposits at a level that you determine.

IDP for Trusts

Act in the best interest of your clients by offering extended FDIC insurance with same-day liquidity without the risk of NAV volatility.

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Securities-Based Lending

SBL for Banks

Diversify your loan portfolio with an automated, end-to-end platform that allows you to originate, underwrite and monitor SBLOCs at scale.

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SBL for Broker Dealers

Expand your wealth management offerings with an easy-to-use solution that automates the SBLOC origination, underwriting and collateral monitoring process.

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SBL for Trust Departments

Offer clients the ability to obtain securities-based loans at attractive rates using their securities as collateral.

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SBL for Wealth Advisors

For wealth professionals, SBLOCs provide a tax-efficient way to help clients finance a range of short-term
liabilities.

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Whitepaper

Navigating the FDIC Brokered Deposit Rule

This whitepaper summarizes the key aspects of the Final Rule as it relates to insured sweep programs.

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Regulatory Reform Changes in Effect: Are You Prepared?

Qualifying banks may classify eligible reciprocal deposits as non-brokered. Read the key provisions and notable sections banks need to know.

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TBS Insights

Review the latest interest rates, rate comparisons and market commentary from Total Bank Solutions.

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News

Read announcements from Total Bank Solutions about products, clients, partners and leadership.

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Events

Join the Total Bank Solutions team at these virtual and live industry and company-sponsored events.

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