Legacy Financial Advisors 4+

Legacy Financial

Dirancang untuk iPad

    • Gratis

Jepretan Layar

Deskripsi

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.

Yang Baru

Versi 1.0.14

Minor bug fixes

Privasi App

Pengembang, Legacy Financial, menunjukkan bahwa praktik privasi app dapat menyertakan penanganan data sebagaimana yang dijelaskan di bawah. Untuk informasi lebih lanjut, lihat kebijakan privasi pengembang.

Data Tidak Dikumpulkan

Pengembang tidak akan mengumpulkan data apa pun dari app ini.

Praktik privasi mungkin bervariasi, misalnya, praktik privasi berdasarkan fitur yang digunakan atau usia Anda. Pelajari Lebih Lanjut

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