Legacy Wealth Management Group vs SEI Connect

The Legacy Wealth Management Group phone application enables our clients to access in depth portfolio performance data in a simple, elegant interface. View all your financial accounts in one place, staying informed on daily and historical performance. We were founded for one simple reason; so that our team members can help families with their financial needs and to make genuine client service the core of every relationship. This application is a part of that mission, with more and more organizations trying to minimize the service they deliver to their customers, we have decided that we want to continue the traditional service model where there is frequent client interaction and a desire to truly understand our client’s life. Our app provides one more way for our clients to be involved with the management of their accounts. At Legacy we believe that it’s not just a plan for your money, it’s plan for your life. Our application is available to all Legacy Wealth Management Group clients, if you are an existing client and would like to like to request access to the application please contact the Legacy Team, please contact us through lyncburglegacy.com or talk to your Legacy financial advisor.

SEI’s mobile app provides easy access to your investments and connects you to your financial advisor. Our Advice+ experience helps you make confident decisions—together with your advisor.  Key features: - Biometric login capabilities: Conveniently access your accounts through Face recognition or TouchID - Push notifications: Get alerts when new messages and documents are delivered - Document scanner: Use your phone’s camera to detect physical documents and format them into a scanned file - Document vault: Upload, store, and exchange important files with your advisor Viewing capabilities: - Balances and holdings - Performance data - Transaction activity - SEI statements and tax documents Important information for users: To use the SEI Connect – Investor Portal, you must be a client with an account at a financial institution that provides its clients access to their account information via the SEI Connect – Investor Portal or AccessMyPortfolio website. The financial institution also has to specifically activate the SEI Connect – Investor Portal application for its account holders. If you are unable to download the application or have any questions, please contact your advisor.  Images are for illustrative purposes only and do not constitute recommendations or advice. ©2023 SEI Investments Company. All rights reserved. SEI®.  iPhone and iPad are trademarks of Apple Inc., registered in the U.S. and other countries