Skip to Content

Become a Client

STEP 1

Please select the answer aligned to your most important need.

Please select the Private Banking solution that you would like to discuss.

Please select the Wealth Management solution that you would like to discuss.

In order for us to best serve you, please provide the range of funds you currently have invested.

Do you currently own a home?

Please select the Trust & Estate Planning solution that you would like to discuss.

Please select the Private Lending solution that you would like to discuss.

What best describes the journey you’re on?

How would you describe your investor style?

How would you describe your investment strategy?

Conservative

Balanced

Aggressive

How can we reach you? Please enter your contact information.

First name

Last name

Phone number

Email address

Additional notes for your advisor

Subscribe to our monthly newsletter to stay up-to-date on the topics essential to your financial journey.

By submitting my information, I acknowledge that I have read, and agree to, SVB’s Privacy Policy and agree to receive communications from SVB regarding products and services. Communications may be by email and phone. You may opt-out of receiving marketing communications at any time using the methods described in SVB's Privacy Policy.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Resource center

Help & Support Center Resource Center General PPP loan forgiveness portal: How to login and begin the forgiveness application

Resource Categories

Digital Banking

All Digital Banking

Getting Started

Reports & Requests

User Management

Digital Cash Management Services

Account Security

All Account Security

Security Services and Software

Security Notices

Security Resources

Wealth Access

All Wealth Access

Getting Started

Vault & Timeline

Cash Management & Payments

All Cash Management & Payments

General

Online Banking

All Online Banking

PPP loan forgiveness portal: How to login and begin the forgiveness application

09/16/20

How to login to the client portal and begin your forgiveness application.

Additional Resources

Loan payoff quote instructions

Resource Library Category (General)

To process your request as quickly as possible, complete the online Loan Payoff Quote form, send a written request or call our Loan Servicing department.

Report a lost or stolen card

Resource Library Category (General)

If you believe you have lost your card or if it has been stolen, follow these steps.

Card manager frequently asked questions

Resource Library Category (General)

A brief overview of frequently asked questions about our Card Manager service.