FAQs:

Is there a minimum amount to put in for funding requests? 

Yes, $5,000 for Tactical and $30,000 for Structured Note Model.

How do I request a flip?

If it is your first flip in a newly opened account, 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 before the 20th of the month, you will receive your first distribution by the 3rd business day of the following month. (eg. Funding happens on January 20th, first disbursement will be received by February 3rd, depending on weekends and holidays).

 

Are disbursements deferred to the following Monday when the first falls on a Saturday?

Yes. We state that your disbursement 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.

 

What types of accounts can I use for funding?

Checking and savings accounts only

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.

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