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Working together for your clients.

Supporting both the asset and liability sides of your clients’ balance sheet can be an effective way to differentiate your practice. Through our relationship with Fidelity Institutional®, we can offer your clients a suite of lending and credit capabilities to advance their wealth goals.

You remain the primary point of contact for your clients, but add value by providing an easy way to meet short-term funding, bridge financing, tax payments and other liquidity needs. Wealth Banking Services offers a way to help meet your clients’ lending requirements.

Wealth Banking Services Overview (PDF) Partnering with Wealth Banking Services (PDF)

U.S. Bank Flexible Capital Line of Credit®

Grow your practice with our U.S. Bank Flexible Capital Line of Credit, a securities-based lending option that enables your clients to secure financing with eligible assets in their investment portfolios.

Flexible Capital Line of Credit helps you unlock client liquidity while expanding your practice capabilities. Your clients gain access to attractive interest rates, flexible repayment options and other benefits.

U.S. Bank Flexible Capital Line of Credit (PDF)
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U.S. Bank Flexible Capital Platform®

The U.S. Bank Flexible Capital Platform is a powerful tool for establishing and managing lines of credit for your clients. Through our relationship with Fidelity Institutional®, we’ve integrated with WealthscapeSM to help you seamlessly create applications, calculate borrowing power and more.

To access this platform, you and your firm first need to be entitled. Contact your U.S. Bank Wealth Services relationship manager, who can start the onboarding process and answer your questions.

U.S. Bank Flexible Capital Platform Overview (PDF)
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Insights

How to use debt to build wealth

A strategic use of debt may help your clients achieve their short- and long-term financial goals.

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3 types of debt to help reach your financial goals

Consider using leverage as part of a strategic financial and investment strategy.

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How to use liquid asset secured financing as a solution for liquidity needs

Leveraging the assets in an investment portfolio through a flexible line of credit can provide quick access to cash.

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Resources:

Applications & resources
Call 844-203-7551
wealthbanking.lending@usbank.com
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Disclosures

Investment products and services are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

Equal Housing Lender. Deposit products are offered by U.S. Bank National Association. Member FDIC. Mortgage, Home Equity and Credit products are offered by U.S. Bank National Association. Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice.

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U.S. Bank Flexible Capital Line of Credit®: Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rate and program terms are subject to change without notice. Credit products are offered through U.S. Bank National Association.

Suitability Notice: The U.S. Bank Flexible Capital Line of Credit® is a line of credit secured by a pledge of assets in a securities account. There are certain risks associated with securities backed demand lines of credit that would apply and there are certain limitations that would apply to the use and availability of the assets held in the account serving as collateral. As such, the Flexible Capital Line of Credit may not be suitable for all applicants.

Fidelity Investments® is an independent company, unaffiliated with U.S. Bank. Fidelity is a service provider to U.S. Bank. There is no form of legal partnership agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by U.S. Bank and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

Fidelity Investments and U.S. Bank are not affiliated. The information contained herein should not be construed as a recommendation or endorsement by Fidelity or U.S. Bank of one another.