What is a Non-Qualified Investment?

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.

Do you have a question? Are you looking for more information?

We have answers. Our Financial Professionals have the skills, knowledge and experience to guide you in crafting and implementing an effective plan designed to reflect your unique investment and retirement goals – or simply answer any questions you may have. Let one of our Financial Professionals walk you through the process every step of the way and review which options are best suited for you to help you feel more secure and worry a little less.