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Can I link multiple brokerage accounts?

Onboarding

Updated over a month ago

No, you cannot simultaneously use multiple brokerage accounts as collateral for your loan. If you would like to pledge additional collateral than is currently in any one account, we suggest reaching out to your advisor to move funds between accounts in a manner that avoids any taxable events.

Coming Soon: Multi-Account Linking

We're excited to share that the ability to link multiple brokerage accounts as collateral is on our roadmap. This feature is expected to be available in the second half of 2026. Once live, you'll be able to combine holdings across accounts to increase your available collateral and borrowing power. Stay tuned for updates.

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