Legacy Financial Advisors

Legacy Financial

Free · Designed for iPad. Not verified for macOS.

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.

Ratings & Reviews

  • 5.0
    out of 5
    4 Ratings

We update the app regularly to fix bugs, improve experience and optimize the performance. Thanks for using the app.

Version 1.1.4

The developer, Legacy Financial, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    Seller
    • Legacy Financial Advisors, LLC (U.S.)
    Size
    • 51.1 MB
    Category
    • Finance
    Compatibility
    Requires iOS 15.1 or later.
    • iPhone
      Requires iOS 15.1 or later.
    • iPad
      Requires iPadOS 15.1 or later.
    • iPod touch
      Requires iOS 15.1 or later.
    • Mac
      Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    • English
    Age Rating
    18+
    • 18+
    • This app is rated 18+ with content restrictions.

      Some content may be rated higher, and may therefore be restricted and managed by the developer through in-app controls.
    • Learn More
    • In-App Controls
      Age Assurance

      Contains
      User-Generated Content
      Social Media
      Social Media (Age Restricted)
    Copyright
    • © legacyfinancialadvisors
  • Privacy Policy

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