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 |
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Used for | ||
Used for: | Purpose Loans1 For purchasing securities |
Non-Purpose Loans1 For purposes other than the purchase of securities |
Provided by | ||
Provided by: | Purpose Loans1 Either by Citibank, N.A. or by Pershing LLC through Citigroup Global Markets Inc. |
Non-Purpose Loans1 Either by Citibank, N.A. or by Pershing LLC through Citigroup Global Markets Inc. |
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:
1All credit products are subject to credit approval.