About
Access in-depth portfolio performance data through a simple interface. View all your financial accounts in one place to stay informed on daily and historical performance. This app is part of a mission to provide frequent client interaction and understand clients' lives.
What's New in Legacy Wealth Management Group
1.99
October 31, 2026
• Home supports new Total Value settings • Support for new Report notification types • Performance enhancements
MoreFAQ
What is Legacy Wealth Management Group?
Legacy Wealth Management Group is a financial advisory firm focused on helping families with their financial needs and prioritizing genuine client service. Their app is a tool for existing clients to access portfolio data.
How do I get access to the Legacy Wealth Management Group app?
Access to the application is available to all Legacy Wealth Management Group clients. Existing clients can request access by contacting the Legacy Team through lyncburglegacy.com or speaking with their financial advisor.
What kind of financial data can I see in the Legacy Wealth Management Group app?
The app allows clients to view in-depth portfolio performance data, including daily and historical performance for all their financial accounts.
Is the Legacy Wealth Management Group app secure?
While specific security measures are not detailed, the app is designed for clients to access their financial information, implying a focus on secure client data management. It is rated for ages 4+.
On what devices can I use the Legacy Wealth Management Group app?
The Legacy Wealth Management Group application is available for iPhone, iPad, and iPod devices.
How often is the Legacy Wealth Management Group app updated?
The app was last updated on October 31, 2026, with version 1.99. This indicates a recent update, suggesting ongoing development and maintenance.
What is the user rating for the Legacy Wealth Management Group app?
The app has a rating of 3.7 stars based on 3 ratings. This suggests a generally positive but mixed user reception.
Does Legacy Wealth Management Group have ads?
No, the Legacy Wealth Management Group application does not contain advertisements. It is a free application designed solely for client access to financial data.
