Can one use a margin loan on securities from IBKR to fund GV?

[jb4422 (J B)]

Securities-backed loans from Swiss banks at low rates (valid for the Portuguese Golden Visa program)

Great tip, @guifig! I’m sure this can come in handy for many If just like to add that Interactive Brokers has a similar offering open to both US and non-US residents. Since many already invest with them and their fees are incredibly low you should check if they can offer you what you need. I don’t recall the specifics, but I believe you may not be able to take out as big of a loan (as a % of assets) as you could with the banks Gui mentioned.

Collateral Loans for US Based Investors

Two additional options along these lines: For borrowing the funds on margin, Interactive Brokers has the best rates that I’ve seen. They are benchmark rate plus 1%, currently that is 1.08%. You pay BM+1.25% on the first $100k, so a $400k loan would be a mixed rate of ~1.2%. That is a variable rate, so some potential risk if rates go up. For the HELOC option, for those in the NE US, check out PNC Bank. They have a “Choice HELOC” which has a variable rate (currently ~3%) but you can also choose …