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Client Login

Online Access and eDelivery

Go Digital with Account View and eDelivery

Secure financial account access anytime, anywhere, on any device.

Say goodbye to snail mail, clutter, and information that's outdated the moment it's printed. Say hello to secure, constant, anywhere online access to your financial information with Account View and eDelivery.

Account View Login

Getting started

Enrolling is easy. Follow these simple steps:

  • Visit www.myaccountviewonline.com and click Sign Up for Account View.

  • Create your confidential and secure profile.
    • You'll be asked to enter your contact information and verify the last four digits of your Social Security number. It's secure and safe - we use this information to protect your account.

  • Verify your account.
    • You'll receive an email confirmation to the email address you provided. Only you have access to that email, and only you can activate your Account View access.

  • Opt in to eDelivery by clicking Go Paperless.
    • Eliminate printed monthly statements and trade confirmations through the mail. You have secure and private access to view these documents online through Account View.

Contact

Office: 972.562.5682

Toll-Free: 888.562.5693

Fax: 972.562-4797

119 W Virginia Street

Ste 200-201

McKinney, TX 75069

Patrick@LegacyPG.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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