From unexpected challenges to exciting possibilities, financial flexibility helps ensure you’re prepared for anything life brings.

Cash Management Solutions

Janney offers comprehensive cash management solutions designed to help you manage day-to-day financial needs, simplify daily finances, and protect your savings. From our Janney Advantage® Account and electronic bill paying capabilities, to an FDIC-insured cash “sweep” account that spreads your savings among multiple banks for greater protection—we’ve got your cash management needs covered.

You can manage your household day-to-day financial needs while investing for the long run all in a single account relationship.

FDIC-insured sweep account

Taxable and tax-free money market funds

Short-term fixed income investments

Certificates of deposits

Bond ladders

Janney Advantage^® Account

Bill Pay

Mobile Check Deposit

Lending Solutions

Janney offers flexible borrowing solutions designed to help you access funds without disrupting your long-term investment strategy.

Margin Loans

A Janney Margin Loan allows you to borrow against the value of eligible securities you already own in your Janney brokerage account—providing convenient access to funds for investment opportunities or personal needs.

Securities-Based Lending

If a margin loan isn’t a right fit, consider a securities-based loan. This solution allows you to borrow against the value of your investments held at Janney without disrupting your long-term investment strategy. Use it for short-term borrowing needs such as a major purchase, tax payments, or debt consolidation.

Tailored Credit Solutions

Through Janney’s network of industry-leading lenders, you can explore personalized credit solutions including residential real estate and unsecured loan opportunities. Compare real time pricing and terms to help you select the financing solution that fits your goals and needs.

Janney offers a variety of credit cards with rewards to match your needs*. Choose the one that works for you and the rewards you prefer: Visa® Max Cash Preferred Card, Visa® Everyday Rewards+ Card, Visa® Zero+ Card, Visa® Reserve Rewards+ Card, or Visa® Travel Rewards+ Card.

Luxury Lending

Looking to purchase a luxury item? Janney can provide tailored financing solutions by connecting you to a specialized lender, offering financing for boats, yachts, and RVs.

Margin loans

Securities-based lending

Credit cards

Residential Real Estate

Unsecured Loans

Luxury Lending

*The creditor and issuer of these cards is Elan Financial Services, pursuant to a separate license from Visa U.S.A. Inc.

Talk to a Janney Financial Advisor

You don’t have to navigate your financial journey alone. Wherever you are today, a Janney Financial Advisor can help you create a personalized plan aligned with your goals, priorities, and evolving needs. With thoughtful guidance and strategies tailored to your unique circumstances, we’ll work with you to build a plan designed to help you Plan for More™ — today and in the years ahead.

Connect with an Advisor

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/