New Client Account

Step 1

Fill out your client profile here. This ensures we have accurate information and will save you time as you open accounts and begin to engage with us.

Step 2

Set up and fund your account to be managed at Legacy and held at Schwab. We’ll work together to make sure you have exposure to the appropriate investments to achieve your desired results.

Let’s See if We’re the Right Fit

Our first meeting is more of a friendly conversation than a formal consultation. It’s a chance for us to get acquainted and for you to share a bit about yourself. And we promise….we won’t use confusing financial jargon.

IMPORTANT NOTICE

You are now leaving the website of Legacy Next, a division of Legacy Financial Strategies, LLC, and will be entering the website for Institutional Intelligent Portfolios™, an automated investment management service sponsored by Schwab Performance Technologies (“SPT”) and available to you exclusively through Legacy Next.

Legacy Next is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Legacy Next’s website. The link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SWIA or a solicitation of any offer to purchase or sell any security.