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 Legacys newsfeedAttend scheduled Zoom calls with your Financial AdvisorView your eMoney client portalView your Black Diamond performance reportingCommunicate directly with your Financial Advisor via DMsAccess market insights provided by your Financial AdvisorInvite your kids and grandkids to learn from professionals that you trustPlease 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.
Legacy Financial
