What is a liquidity access line?

A Liquidity Access Line allows you to use the eligible securities in your investment account(s) as collateral for a line of credit. You can finance real estate purchases, fund tax obligations, cover business expenses or a variety of other financing needs — potentially without liquidating assets.*

Is a securities-based line of credit suitable for all investors?

Securities-based borrowing has special risks and is not appropriate for all investors. Please read the “borrowing against investments is not without risks” section that follows. A securities-based line of credit helps you to meet your liquidity needs by unlocking the value of your investments without selling them.

What can I do with a fidelity line of credit?

With a securities-based line of credit, Fidelity makes it simple to use your accounts as collateral to access cash for real estate, tuition or other major purchases. Unlock the potential of your investment portfolio to meet your borrowing needs. To get started, speak with a representative.