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Personal

Portfolio loan.

With a portfolio loan you can keep your share portfolio with one of our connected partners while gaining access to capital.

What is a portfolio loan?

A portfolio loan lets you borrow using your securities portfolio as collateral, while keeping your holdings with one of our connected partners. You continue to own your shares and funds and benefit from any growth in value, while unlocking capital.

Documents

Questions and answers

Frequently asked questions

What is a portfolio loan?
A portfolio loan is a credit where your securities portfolio serves as collateral. You keep your holdings with your partner while unlocking capital.
Which partners do you work with?
We work with Pam Capital.
How do I apply?
Contact Moank's customer service and we'll help you get started.