Non-Qualified Investments

In addition to our extensive qualified retirement account options, Legend offers non-qualified (taxable) investments to facilitate the achievement of your investment goals. Through our relationship with Pershing, a subsidiary of The Bank of New York Mellon Corporation, you can hold a variety of investment types including stocks, bonds, mutual funds, annuities and money market instruments in a non-qualified brokerage account.

In addition, Legend investors with Pershing accounts can utilize Pershing’s ProCash Plus. ProCash Plus offers investors the ability to deposit funds from various income sources, write checks, access cash and make purchases with a debit card and pay bills from a single account.

Furthermore, Legend Advisory Corporation's professional investment management services can be utilized in conjunction with non-qualified accounts.

These strategic alliances enable your Legend Group financial advisor to assist you in creating and managing a comprehensive investment plan.

The Bank of New York Mellon Corporation and Pershing LLC are not affiliates of Legend Equities Corporation.

An investment in a money market fund is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Yields will fluctuate, and although the fund seeks to preserve the value of your investment as $1.00 per share, it is possible to lose money by investing in the fund.

Before investing in a mutual fund or variable annuity, consider its investment objectives, risks, charges and expenses carefully. The prospectus for a mutual fund or the policy prospectus and prospectuses for the underlying investments of a variable annuity, which contain this and other information, can be obtained by contacting Legend Equities Corporation. Please read the prospectus or prospectuses carefully before you invest or send money.