Connect with a First United Advisor today about our Wealth Management Securities-based Line of Credit.

Start with a simple conversation to explore your options. If you choose to move forward, you’ll be guided to a quick and easy application—just minutes to complete.

Why Borrowing Against Your Investment Portfolio Might Make Sense:

Quick Access to Funds
Use your investment portfolio as collateral, and receive cash in just a few business days — no need to liquidate assets.

Cost-Effective Lending
Benefit from competitive interest rates with no setup, early repayment, or account maintenance fees.

Stay Fully Invested
Maintain your investment strategy and avoid triggering capital gains by keeping your portfolio intact.

Ideal Uses
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.

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.