Maybe there’s a real estate opportunity you don’t want to pass up. Perhaps you want to finally renovate that kitchen. Or maybe it’s time to start work on that new business venture.
When you need quick access to cash without disrupting your long-term investment strategy or triggering capital gains taxes, First United Bank & Trust has you covered.
Unlock the power of your portfolio with our Wealth Management Securities-based Line of Credit.
Savvy investors can put their investment portfolio to use with this securities-based line of credit, which offers a flexible, tax-efficient way to get the cash you need without touching a single share.
The securities-based line of credit offers quick access to funds — just a few business days — after a fast and easy application process.
First United offers competitive interest rates with no setup, early repayment, or account maintenance fees.
Another plus of securities-based lines of credit is that you maintain your investment while avoiding triggering capital gains taxes.
The Line of Credit can be used for a variety of purposes, including making purchases, filling income gaps, borrowing during market volatility, supporting business needs, serving as bridge financing, acquiring real estate, funding construction projects, purchasing insurance, financing premiums, and avoiding capital gains exposure.
If you’re interested in a Wealth Management Securities-based Line of Credit, connect with one of our advisors today. It all starts with a simple conversation to explore the options. Contact us today to learn more: 1-855-829-7192.
Credit is subject to approval. Rates and specifics subject to change without prior notice. Exclusions apply. Pledge Your Assets to use your agency or revocable trust account as collateral. (IRAs and irrevocable trusts are not eligible. This line of credit cannot be used to purchase additional securities or other marketable investments. Please see an advisor for full details.