Simple and strategic.
For tax time or anytime.
A line of credit backed by your securities can be a strategic complement to your portfolio—especially in this low-rate environment. If you need to make a tax payment, using it to bridge a liquidity gap may lead to a better outcome than selling assets. A Portfolio Line of Credit is a flexible and cost-effective discretionary margin lending product. And it’s easy to set up, with no fees.
See how clients have used a Portfolio Line of Credit
Why using your line of credit can be a smart alternative, and help you reach your goals:
Preserve available cash and keep your investment strategy and plans intact
Only the funds you use incur interest charges, which may be lower than other financing options
Quickly access liquidity for a range of uses—like a tax payment or a time-sensitive opportunity
Easy access to funds using
1Trust and entity accounts do not currently have online access.
View your available credit line and account details
Contact your J.P. Morgan representative if you need more information or help to get started.