# LIS Mobile

> Financial account access and insights for Legacy Investment Strategies clients. (iPhone/iPad app by Legacy Investment Strategies, LLC.)

- Source: https://appshunter.io/ios/app/lis-mobile/id6469327392 (this page in markdown: same URL + `.md`)
- Developer: [Legacy Investment Strategies, LLC](https://appshunter.io/developer/1711775486)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2023-10-13
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/lis-mobile/id6469327392/reviews.md

## What is LIS Mobile?

Legacy Mobile is a cutting-edge mobile app designed exclusively for Legacy Investment Strategies Clients. We believe our clients will find our app to be a seamless and efficient way to access their accounts and stay up-to-date with their financial plans. This user-friendly app provides a comprehensive suite of features to empower clients with real-time financial insights and personalized guidance.

## Key features

- Account access
- Financial plan updates
- Real-time insights
- Personalized guidance
- User-friendly interface


## Frequently asked questions about LIS Mobile

### 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.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-29

- 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

### 5.17.0 — 2025-01-23

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-10

- 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 — 2024-04-11

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

### 5.6.1 — 2023-10-16

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

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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 2026-06-01.*