# Client Access vs Legacy Financial Advisors

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.

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.

## The numbers

| Metric | Client Access | Legacy Financial Advisors |
| --- | --- | --- |
| Price | Free | Free |
| Rating | [4.0 (157 ratings)](https://appshunter.io/ios/app/client-access/id583365721/reviews) | **[5.0 (4 ratings)](https://appshunter.io/ios/app/legacy-financial-advisors/id1662904451/reviews)** |
| Number of ratings | **157** | 4 |
| Positive reviews | 28.0% of reviews | **100.0% of reviews** |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | **Every 5 weeks** | Every 2 months |
| Monetization | Free | Free |
| Size | 74 MB | 64 MB |
| Requires iOS | **15.0** | 15.1 |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Age rating | 4+ | 17+ |
| Developer | [Raymond James Financial](https://appshunter.io/developer/536927242) | [Legacy Financial](https://appshunter.io/developer/1662862892) |

## What reviewers say

### Client Access

[App page](https://appshunter.io/ios/app/client-access/id583365721)

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.

**Highlights:** View account balances and investment values, Transfer funds and deposit checks, Access market information, Store financial documents securely, Analyze asset allocation, Contact financial advisor

**Features:** macOS Compatibility, Vision Pro support

**In-app purchases:** none

**What reviewers like**

- 👍 Easy to use interface
- 🚀 Fast performance and quick access to information
- 📊 Comprehensive account and portfolio information
- 🔒 Secure authentication options (Face ID, Touch ID)
- 📱 Mobile check deposit feature works well

**What reviewers complain about**

- 🐛 Persistent login issues and authentication failures
- 🐛 App crashes and freezes frequently
- 📉 Lacks data visualization and charting capabilities
- 📊 Missing critical portfolio information and metrics
- 🔍 Poor search functionality (app not discoverable by bank name)

**Reported bugs**

- 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

**Requested features**

- 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


### Legacy Financial Advisors

[App page](https://appshunter.io/ios/app/legacy-financial-advisors/id1662904451)

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.

**Highlights:** 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

**Features:** macOS Compatibility, Vision Pro support

**In-app purchases:** none


## Frequently asked questions

### Is Client Access free?

Client Access is free to download, with no in-app purchases.

### Is Legacy Financial Advisors free?

Legacy Financial Advisors is free to download, with no in-app purchases.

### Which has better reviews, Client Access or Legacy Financial Advisors?

Legacy Financial Advisors is rated higher. Client Access averages 4.0 out of 5 from 157 ratings, while Legacy Financial Advisors averages 5.0 from 4 ratings.

### Do Client Access or Legacy Financial Advisors have ads?

Neither Client Access nor Legacy Financial Advisors shows ads.

### Which is updated more often, Client Access or Legacy Financial Advisors?

Client Access ships an update every 5 weeks, and Legacy Financial Advisors every 2 months. Most recently, Client Access was updated on October 22, 2026 and Legacy Financial Advisors on October 7, 2026.

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*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*