# Legacy Investor

> Legacy Investor (iPhone/iPad app by Legacy Financial Advisors, LLC.)

- Source: https://appshunter.io/ios/app/legacy-investor/id1555749465 (this page in markdown: same URL + `.md`)
- Developer: [Legacy Financial Advisors, LLC](https://appshunter.io/developer/1555749467)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2021-02-28
- Data updated: 2026-05-15
- User reviews in markdown: https://appshunter.io/ios/app/legacy-investor/id1555749465/reviews.md

## What is Legacy Investor?

Legacy Mobile give you the tools to manage your wealth and collaborate with your advisor. See your wealth plan, accounts, holdings, performance and more on the go.


## Version history (last 5 releases)

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-07

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-09

Bug fixes and performance updates

### 5.2.18 — 2022-06-24

Bug fixes and performance updates

## Apps similar to Legacy Investor

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [LIS Mobile](https://appshunter.io/ios/app/lis-mobile/id6469327392) | 5.0 (1) | Free | Finance |
| [Legacy Financial Advisors](https://appshunter.io/ios/app/legacy-financial-advisors/id1662904451) | 5.0 (4) | Free | Finance |
| [The Legacy Wealth App](https://appshunter.io/ios/app/the-legacy-wealth-app/id1500432433) | 4.8 (10) | Free | Finance |
| [Whitcomb & Hess](https://appshunter.io/ios/app/whitcomb-and-hess/id1591929521) | — | Free | Finance |
| [Legacy Financial App](https://appshunter.io/ios/app/legacy-financial-app/id6444726968) | 5.0 (3) | Free | Finance |
| [Korrma: Stock & Crypto trading](https://appshunter.io/ios/app/korrma-stock-and-crypto-trading/id6737716500) | — | Free | Finance |

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*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 2026-05-15.*