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Portfolio AccessTM Line of Credit

A 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.
For added convenience, we offer a streamlined approval process with no financial disclosure requirements for loan amounts up to $2,000,000 with advances up to 65% of eligible collateral. Higher loan amounts and customized advance rates are also available.

Speak to your relationship manager to learn more about our customized financing options.
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Investments
Investments
Our subsidiaries offer flexible solutions and tailored advice for your investment needs.