General FAQ:

What types of bank accounts can I link to my Schwab account?

Checking and savings accounts only - this can be either personal or business, but cannot be a Line of Credit account.

Who can make service requests on an account?

Only account holders can make requests. If there is someone who should be able to make requests that is not currently an account holder on the account, please reach out to concierge@thelegacyintegrated.com.

Income Model (FBF) FAQ:

For Income Model accounts, is there a minimum amount to put for my funding requests?

Yes, each of our income models have a funding minimum amount based on their investment types and risk levels. The funding minimums are: $5,000 for Conservative flips, $10,000 for Moderate or Tactical flips, and $30,000 for Structured Note Model flips.

How do I request a flip?

If it is your first flip in a newly opened account, funding must be completed verbally with our team, and one of our team members will send you an email when it is time to fund with instructions. If you have already completed a flip before in the model/account, and you are looking for another flip in the same model/account, you can use our Subsequent Funding request form (first option on the right-side menu of this page).

When will I receive my first distribution?

If you have funded on or before the 20th of the month, you will receive your first distribution by the 3rd business day of the following month. (e.g., Funding happens on January 20th, first distribution will be received by February 3rd, depending on weekends and holidays).

Are distributions deferred when the first falls on a weekend or holiday?

Yes. We state that your distribution will be to you by the third BUSINESS DAY of every month. Sometimes it might be a day later, there is no need to worry or email in. If you still don't see it by day 5, reach out to our team and we will research and respond at that time.

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