Free

Rating summary
1
0
0
0
0

Details

  • Released
  • Updated
  • October 13, 2023
  • May 29, 2025

Features

LIS Mobile screenshot #1 for iPhone
LIS Mobile screenshot #2 for iPhone
LIS Mobile screenshot #3 for iPhone
LIS Mobile screenshot #4 for iPhone
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About

This app provides Legacy Investment Strategies clients with a seamless and efficient way to access their accounts and stay updated on their financial plans. It offers real-time financial insights and personalized guidance.

Account access
Financial plan updates
Real-time insights
Personalized guidance
User-friendly interface
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What's New in LIS Mobile

5.19.0

May 29, 2025

- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes

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FAQ

Is LIS Mobile secure for accessing financial accounts?

LIS Mobile is designed to provide secure access to your financial accounts. As a cutting-edge mobile app for Legacy Investment Strategies clients, it prioritizes client data protection. Specific security protocols are implemented to safeguard sensitive financial information.

What financial institutions does LIS Mobile support?

LIS Mobile is exclusively for Legacy Investment Strategies clients, providing access to their accounts managed by Legacy Investment Strategies. It is not designed to connect with multiple external financial institutions.

Can I make transactions through LIS Mobile?

The description focuses on accessing accounts and receiving financial insights and guidance. It does not explicitly mention the ability to make specific financial transactions through the app.

How often is LIS Mobile updated?

LIS Mobile was last updated on May 29, 2025, with version 5.19.0. This indicates a commitment to regular updates, suggesting ongoing development and feature enhancements.

What devices can I use LIS Mobile on?

LIS Mobile is available for iPhone, iPad, and iPod devices. It is designed to be compatible with Apple's iOS ecosystem.

What is the age rating for LIS Mobile?

LIS Mobile has an age rating of 4+, making it suitable for a wide range of users. This rating suggests that the content is generally appropriate for children and adults.

Does LIS Mobile have ads?

LIS Mobile does not contain advertisements. The app is free to download and use without any ad interruptions.

What do users like about LIS Mobile?

Based on the available rating of 5.0 stars from 1 rating, users likely appreciate the app's seamless and efficient access to their accounts and financial plans. The user-friendly interface and personalized guidance are also probable highlights.