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Legacy Financial Advisors

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

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

Legacy Financial Advisors

by Legacy Financial
Legacy Financial Advisors
Legacy Financial Advisors
Legacy Financial Advisors

What is it about?

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

Legacy Financial Advisors

App Details

Version
1.0.17
Rating
(2)
Size
76Mb
Genre
Finance Business
Last updated
November 27, 2024
Release date
January 5, 2023
More info

App Screenshots

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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.

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