Mission Wealth (Legacy)

See your complete financial picture and interact with your financial advisor.

This app will be sunsetted in 2025 - please use MissionAccess.

Provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely sending and receiving files with your financial advisor. • And more!