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. We can provide your clients with a variety of lending and credit options to help them 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)
Get started

Image is decorativer

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. The platform provides you with online access to powerful tools that let you illustrate different lending options, propose strategies and closely monitor the approval process.

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)
Get started

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.

Continue reading

3 types of debt to help reach your financial goals

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

Continue reading

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.

Continue reading

Contact us:

Call 800-213-2330
wealthbanking@usbank.com
Start of disclosure content

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.

Start of disclosure content

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.