Advisor Resources
Welcome to the Legacy Advisor Portal
Live Note Tracking
Lighthouse
Lighthouse
Active Note Tracker
See every structured note currently in the portfolio in real time — issuer, barrier level, maturity, and status — plus the full history of closed notes.
Strategy Library
Managed Strategies
Structured note portfolios built and actively managed around a single objective — income, growth, or preservation — for every risk tolerance.
Conservative
Moderate
Aggressive
Alternative Investments
Approved Alternatives Menu
Browse the full, current list of alternative investments approved for use — searchable, sortable, and exportable.