# Legacy Financial Advisors — Legacy Financial > Client portal for accessing financial information and communicating with advisors. (iPhone/iPad app by Legacy Financial Advisors, LLC (U.S.).) - Source: https://appshunter.io/ios/app/legacy-financial-advisors/id1662904451 (this page in markdown: same URL + `.md`) - Developer: [Legacy Financial Advisors, LLC (U.S.)](https://appshunter.io/developer/1662862892) - Category: Finance, Business - Price: Free - Rating: 5.00/5 from 4 App Store ratings · 1 written reviews indexed - Age rating: 17+ - Requires: iOS 15.1 · 49 MB - Languages: English - Released: 2023-01-05 - Data updated: 2026-07-26 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/legacy-financial-advisors/id1662904451/reviews.md ## What is 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. ## Key features - View financial newsfeed - Attend Zoom calls with advisor - Access eMoney client portal - View performance reports - Direct messaging with advisor - Access market insights - Invite family to learn ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/legacy-financial-advisors/id1662904451/reviews.md ### 5/5 — Best Finance App *2025-11-03* Makes talking to my advisor super easy and quick. Best way to manage your money!! Thank you Legacy ## Frequently asked questions about Legacy Financial Advisors ### Is Legacy Financial Advisors free to use? Yes, Legacy Financial Advisors is available for free. It is exclusively for existing clients of Legacy Financial Advisors. ### What devices does Legacy Financial Advisors support? Legacy Financial Advisors is available on iPhone and iPad. It is designed for iOS devices. ### How often is Legacy Financial Advisors updated? The latest version is 1.1.2, last updated on April 30, 2026. Specific update frequency is not detailed, but it has received updates since its release on January 5, 2023. ### What security measures are in place for Legacy Financial Advisors? As a client portal for financial information, it is designed with security in mind. Direct communication and access to sensitive data are facilitated through the app. ### Can I view my investment performance on Legacy Financial Advisors? Yes, clients can view their Black Diamond performance reporting directly within the app. ### How can I communicate with my financial advisor using Legacy Financial Advisors? You can communicate directly with your Financial Advisor via direct messages (DMs) within the app, and also attend scheduled Zoom calls. ### What age rating does Legacy Financial Advisors have? Legacy Financial Advisors has an age rating of 4+, making it suitable for a wide range of users. ### Does Legacy Financial Advisors have ads? No, Legacy Financial Advisors does not contain advertisements. It is a dedicated client portal. ## Version history (last 5 releases) ### 1.1.4 — 2026-07-21 We update the app regularly to fix bugs, improve experience and optimize the performance. Thanks for using the app. ### 1.1.3 — 2026-07-15 We update the app regularly to fix bugs, improve experience and optimize the performance. Thanks for using the app. ### 1.1.2 — 2026-04-30 Minor bug fixes ### 1.1.1 — 2026-03-13 Minor bug fixes ### 1.1.0 — 2026-01-05 Minor bug fixes ## Apps similar to Legacy Financial Advisors | App | Rating | Price | Category | | --- | --- | --- | --- | | [TaxCaddy](https://appshunter.io/ios/app/taxcaddy/id1168218441) | 4.5 (8,563) | Free | Finance | | [Black Diamond Wealth Platform](https://appshunter.io/ios/app/black-diamond-wealth-platform/id1326892984) | 3.7 (95) | Free | Finance | | [MyCincinnati®](https://appshunter.io/ios/app/mycincinnati/id521276046) | 4.7 (3,991) | Free | Finance | | [WesBanco Consumer Mobile](https://appshunter.io/ios/app/wesbanco-consumer-mobile/id1573439813) | 4.7 (25,246) | Free | Finance | | [Client Access](https://appshunter.io/ios/app/client-access/id583365721) | 4.0 (154) | Free | Finance | | [Legacy Financial App](https://appshunter.io/ios/app/legacy-financial-app/id6444726968) | 5.0 (3) | Free | Finance | ## Related topics [financial advisors](https://appshunter.io/ios/topics/financial-advisors) · [beacon financial advisors](https://appshunter.io/ios/topics/beacon-financial-advisors) · [fiduciary financial advisors](https://appshunter.io/ios/topics/fiduciary-financial-advisors) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-26.*