Legacy Apex Credit Cards, Bank, and Loans - Personal and Business
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Your journey starts here.

What’s your vision of financial freedom? Welcome to investing designed to help you bring it to life. Work with a financial advisor, or invest independently online.

How would you like to invest?
  • Invest on my own

    Work with an advisor.

    Work with an advisor

    Plan ahead for life’s milestones. With a tailored plan, digital tools and a core, strategic portfolio tailored to your values and priorities, you can focus on what matters most—living your life.

    Legacy Apex Advisors Managed Portfolios Advised accounts have a $25,000 minimum to open. Legacy Apex Advisor Managed Portfolios start at 0.9% of your assets under management annually. However, pricing for other advised products will vary, and your advisor will walk you through the pricing for your individual plan.

    Learn more

    Or call 1-646-513-5526, Monday–Friday, 8:30 a.m.–5:30 p.m. ET

  • Invest on my own

    Invest on my own.

    Work with an advisor

    Manage your strategy and build your portfolio independently with free third-party research and helpful investing tools.

    • Trade equities online for $6.95
    • Open with any amount
    View tools and pricing

    Place trades any time.

    Trade equities online for $6.95. Our low, straightforward pricing leaves you more to invest.

    Make investing a habit.

    Use the ShareBuilder® investment plan to schedule online trades ahead of time for $3.95 per trade.2

    Build a diversified portfolio.

    Use PortfolioBuilder to select and buy (or sell) a portfolio of ETFs for a flat commission of $18.95.3

Digital advice with a
human touch.

A Legacy Apex Advisors Managed Portfolio combines the benefits of efficient investing technology with the help of a financial advisor. It’s a diversified set of exchange-traded funds (ETFs) that you can access online—but you never have to run numbers or place trades yourself.

Access Advice

Access Advice

Get personalized financial advice tailored to your priorities through Advisor Connect.

Go Mobile

Go Mobile

Check out a preview of our completely revamped iPhone and Android mobile apps.

Get the Tools

Get the Tools

Build your online portfolio your way with easy-to-use investing tools designed to fit your style.