Portfolio Loans & Lines of CreditA Portfolio Access Line of Credit lets you borrow money using your eligible marketable securities held at Union Bank®, or one of our subsidiaries, as collateral. With a higher advance rate and lower costs than a margin account, it is a smart solution for your liquidity needs. A Portfolio Access Line of Credit allows you to:
- Satisfy your cash needs without selling assets and potentially disrupting your long-term investment plan or creating tax consequences.
- Prepare for unexpected opportunities with immediate access to funds whenever a need arises.
- Enjoy greater liquidity, now and in the future, with terms up to three years.
Speak to your relationship manager to learn more about our customized financing options.
At a time that is convenient for you.Schedule