Legacy Financial Advisors

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.