Account View

In today’s world, it’s more important than ever to stay connected. As we work toward your financial goals together, Legacy Planning Group wants to provide you with updated information and keep you in the loop on all aspects of your investment portfolio. The Account View mobile app, portal, and eDelivery are digital tools that provide secure online access to your portfolio from any device, anytime, anywhere.

You can sign up now for these free services to access your account and allow digital delivery of important documents and information. Some of the benefits of using these tools include:

  • Immediate information about your investments—right at your fingertips
  • Secure online access and electronic delivery of statements, which reduces deforestation and can help protect you from the possibility of mail fraud and identity theft
  • A simple interface that allows easy navigation through accounts, positions, transactions, and statements

To sign up for Account View, simply fill out the form below. Your financial advisor will email you an invitation to activate your Account View profile. Once you've activated your profile, you may then elect eDelivery to have information and statements sent digitally.

Please feel free to contact us with any questions. We would be happy to walk you through the sign-up process and provide an overview of these capabilities. Thank you for your continued partnership.

Sign Up for Account View

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