Get ultimate financial flexibility.
Access your equity without selling your stocks, allowing you to stay invested and defer tax impacts.
Connect your brokerage,unlock your equity.
Link your brokerage account and you could receive an offer for up to 30% of your portfolio's value. Funds are direct deposited in 24 hours.
Loan Calculator
Borrow up to 30% of your portfolio.
Portfolio Value
$100,000
Max Loan Amount
$30,000
Estimate your monthly payment
The investor’s dilemma
Investors are faced with unfavorable options when they need access to their stock portfolios’ equity.
| Brokerage Borrow | margin | sell stocks | |
|---|---|---|---|
| Continue to let your stocks grow | |||
| Deferred capital gains tax impact | |||
| Transparent terms and payback schedule | |||
| Access equity from multiple brokerages |
Get access to your equity in 3 steps
Start by connecting your brokerage for free to see how much you quality for.