iPhone iPad

FREE in the App Store

What is it about?

The Legacy Financial Advisors app is a mobile client portal exclusively for Legacy Financial Advisors clients.

App Details

Version

1.0.14

Rating

(2)

Size

73Mb

Genre

Finance Business

Last updated

July 8, 2024

Release date

January 5, 2023

More info

App Screenshots

App Store Description

The Legacy Financial Advisors app is a mobile client portal exclusively for Legacy Financial Advisors clients.

The app gives clients a convenient, centralized location for accessing and managing all of their financial information and resources.

Legacy Financial Advisors Features for Clients:
View Legacy's newsfeed
Attend scheduled Zoom calls with your Financial Advisor
View your eMoney client portal
View your Black Diamond performance reporting
Communicate directly with your Financial Advisor via DMs
Access market insights provided by your Financial Advisor
Invite your kids and grandkids to learn from professionals that you trust
Please Note: Legacy Financial Advisors is available only to clients. If you are a client, please reach out to your Financial Advisor for your account information.

Get it for FREE in the App Store

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