Client Access vs Legacy Financial Advisors
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Client Access
Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.
- View account balances and investment values
- Transfer funds and deposit checks
- Access market information
- Store financial documents securely
- Analyze asset allocation
- Contact financial advisor
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Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here. • Your account balances, including your assets and available cash • Current value of each of your investments • Detailed asset allocation analysis • Documents such as trade confirmations and tax reporting • A secure vault to store financial statements, insurance documents • A full complement of convenient client tools • Your financial advisor’s contact information Asset allocation does not guarantee a profit nor protect against loss.
Legacy Financial Advisors
This app provides clients with a secure portal to access and manage their financial information. It allows for direct communication with advisors, access to market insights, and the ability to view performance reports and news.
- View financial newsfeed
- Attend Zoom calls with advisor
- Access eMoney client portal
- View performance reports
- Direct messaging with advisor
- Access market insights
- Invite family to learn
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The Legacy Financial Advisors app is a mobile client portal exclusively for Legacy Financial Advisors clients. The app gives clients a convenient, centralized location for accessing and managing all of their financial information and resources. Legacy Financial Advisors Features for Clients: View Legacy's newsfeed Attend scheduled Zoom calls with your Financial Advisor View your eMoney client portal View your Black Diamond performance reporting Communicate directly with your Financial Advisor via DMs Access market insights provided by your Financial Advisor Invite your kids and grandkids to learn from professionals that you trust Please Note: Legacy Financial Advisors is available only to clients. If you are a client, please reach out to your Financial Advisor for your account information.
Screenshots
Verdict
The clearest difference is review sentiment: Legacy Financial Advisors at 100% against Client Access's 28%. Legacy Financial Advisors also leads on rating (5.0 vs 4.0). Client Access's advantage is ratings volume (157 vs 4). On price, update cadence, ads and in-app purchases there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Legacy Financial Advisors holds the better App Store score, 5.0 against 4.0. That said, the two scores are not equally well evidenced: Client Access has 157 ratings behind it against 4, so its average is the more settled of the two. Written reviews point the same way: 28% of Client Access's written reviews are positive against 100% of Legacy Financial Advisors's.
Client Access ships an update every 5 weeks, Legacy Financial Advisors every 2 months. The most recent releases landed on October 22, 2026 and October 7, 2026 respectively.
| Parameter | Client Access | Legacy Financial Advisors |
|---|---|---|
| Price | Free | Free |
| Rating | 4.0 (157 ratings) | 5.0 (4 ratings) — better |
| Positive reviews | 28.0% of reviews | 100.0% of reviews — better |
| Number of ratings | 157 — better | 4 |
| Update frequency | Every 5 weeks — better | Every 2 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.0 — better | 15.1 |
| Further details — not scored | ||
| Size | 74 MB | 64 MB |
| Age rating | 4+ | 17+ |
| Developer | Raymond James Financial | Legacy Financial |
Customer experience
Client Access
Legacy Financial Advisors
Bugs and requests
Client Access
Reported bugs
15 issues- Login button greyed out or unresponsive
- Verification codes delayed or stuck in system
- App displays white screen on launch
- Password authentication fails despite correct credentials
- Face ID and Touch ID functionality broken
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- App freezes when checking pending activity
- Incompatibility with Apple Keychain password manager
- App crashes on iPhone 14 and newer iOS versions
- Horizontal scrolling not working properly
- App loses login credentials after closing
- Recent update prevents app from opening
- Stock price updates delayed 15-30 minutes
- Mobile deposit year selection not working for IRA contributions
- App becomes unresponsive after entering portfolio section
- Inconsistent behavior with two-factor authentication
Requested features
16 requests- Add graphing and charting capabilities for portfolio performance
- Enable historical data viewing and trend analysis over time
- Implement frozen headers when scrolling through portfolio data
- Add ability to trade mutual funds and stocks
- Display daily change and month-to-date change in account overview
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- Show total portfolio income across all accounts
- Add bill pay functionality
- Implement column sorting on portfolio tables
- Display all accounts on single screen without scrolling
- Add Goals section to mobile app
- Improve font sizes for better readability
- Add HSA account support
- Enable external account linking
- Provide trade order status tracking
- Implement dark mode option
- Rename app to 'RJ Client Access' for better discoverability
Legacy Financial Advisors
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Client Access
No in-app purchases
Legacy Financial Advisors
No in-app purchases
Questions
Is Client Access free?
Is Legacy Financial Advisors free?
Which has better reviews, Client Access or Legacy Financial Advisors?
Do Client Access or Legacy Financial Advisors have ads?
Which is updated more often, Client Access or Legacy Financial Advisors?
Other comparisons
