At Legacy Financial Planning, we’re committed to making it easy for those we serve to manage their account. Our innovative Client Portal lets you view your portfolio, learn more about new opportunities or connect one on one with one of our financial planners.

Account Login

Log in into your Legacy Financial account safely for fast, convenient access


Forgot Login Name or Password?

Trouble logging in? Get your user name or rest your account’s password


Create an Account

Set up your account in just a few minutes securely for expedited service


Investment FAQs

Unbiased answers to some of today’s most pressing financial questions


Client Resources

Curious about what you can do with a personalized Legacy Financial Planning account?  Questions about what sets us apart from so many of today’s traditional investment strategists?  Call or visit any of our three east coast locations or write to us through our contact page.


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