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ACCOUNT ACCESS

OneView Client Portal

At Legacy Planning Group, you are able to access all of your online consolidated account information through the OneView Client Portal. OneView allows you to easily consolidate and organize your investment accounts and generate in-depth reports. Access your financial accounts anytime from anywhere in the world on this secure website. Click on the "Client Login" button above to access your accounts.

New user? Register for online access to your account. Please fill out the form below, and we will email you an "Invitation for Client Access".

Register for OneView Access

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