Investment Accounts

Account Features and Benefits

An investment account through Family Legacy Partners provides clients with access to the world’s financial markets and investment products from anywhere around the globe.

In addition to providing the capability to buy and sell equity, fixed Income, mutual fund, ETF and annuity products, we offer multicurrency execution capabilities in over 65 exchanges through local relationships, third-party electronic access, and through the exchange memberships of our clearing firm, Pershing, LLC.

Some of the many features and benefits of an investment account through Family Legacy Partners, Inc. include:

  • The personal services of an independent financial advisor
  • Secure internet account access from around the globe
  • Trading in most foreign markets and currencies
  • Banking and investing combined through one account
  • Credit management to maximize the liquidity of investment assets
  • Consolidated reporting of all accounts and positions
  • Excess account protection from financial institution failure
  • The security of The Bank of New York Mellon and Pershing

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