Portfolio AccessTM Line 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