Get what you need, when you need it – virtually anywhere.
Client Access brings your day-to-day finances and long-term investments together in one place, giving you a holistic view of your investments — and your progress — from any computer or mobile device. The app is armed with advanced security measures including firewalls and encryption technology.
Download the Client Access mobile app here and enjoy access at your fingertips.
You may be prompted to update your Client Access mobile app
To ensure you have access to the latest security measures and other enhancements, you may be* prompted to update to the latest version (version 4.10) of the Client Access mobile app.
Updating your app is easy. When you try to open the app, a pop-up button will prompt you to upgrade through the App Store (for iPhones) or Google Play Store (for Androids). Once you upgrade to the latest version, you can continue using Client Access with the same login information.
*If you haven’t updated to the version released in March 2023, you will be prompted to upgrade upon opening the app.
Advisory services are offered through Legacy Financial Independent Advisors, LLC ("Legacy") an SEC registered investment adviser. This is not an offer, solicitation of an offer, or advice to buy or sell securities in any jurisdiction where Legacy is not registered. Any projections or forecasts are hypothetical in nature and may not reflect actual future performance. By using this website, you accept our Terms of Use and Privacy Policy. You should consult with a tax advisor. You acknowledge that you are responsible for your own financial decisions. The content on this website is for informational purposes only and does not constitute a comprehensive description of Legacy's services. Certain investments are not suitable for all investors. Before investing, consider your investment objectives. The rate of return on investments can vary widely over time, especially for long-term investments. Investment losses are possible, including the potential loss of all amounts invested. Factual statements provided through Legacy's products or services, are made as of the date stated and are subject to change without notice. It should not be assumed that the methods, techniques, or indicators presented in these products or services will be profitable, or that they will not result in losses. Past performance is not indicative of future results. Reference to registration with the Securities & Exchange Commission (“SEC”) does not imply that the SEC has endorsed or approved the qualifications of the firm or its respective representatives to provide any advisory services herein or that the Firm has attained a level of skill or training.
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