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Portfolio-Based Lending

Maximize the Value of Your Diversified Portfolio with our Credit Products.

Liquidity Solutions for Today and Tomorrow

Through Portfolio-Based Lending, you can leverage your Citi relationship to take advantage of strategic opportunities or address financial needs that may arise.

Leverage by using your diversified portfolio

Portfolio-Based Lending allows you to borrow against your diversified portfolio, while keeping your investment strategy in place.

Purpose Loans1

Non-Purpose Loans1

For purchasing securities

For purposes other than the purchase of securities

Either by Citibank, N.A. or by Pershing LLC through Citigroup Global Markets Inc. or through Citi International Financial Services LLC.

Either by Citibank, N.A. or by Pershing LLC through Citigroup Global Markets Inc. or through Citi International Financial Services LLC.


Assets in your Citibank deposit account(s), and securities held in their brokerage account(s) at Citi's affiliates, can be pledged and used as collateral for your loan. Qualified clients can borrow U.S. dollar funds against a range of financial assets, including:

Lending

1All credit products are subject to credit approval.

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