Legacy Investor

Legacy Financial Advisors, LLC Finance iPhoneiPadiPod touch

Legacy Investor is a free Finance app for iPhone and iPad by Legacy Financial Advisors, LLC. Requires iOS 13.4. Updated September 6, 2024.

Price: Free; on the App Store
Size: 38 MB; Age 4+
Updated: Sep 6; 2024 · v5.14.0

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About Legacy Investor

Legacy Mobile give you the tools to manage your wealth and collaborate with your advisor. See your wealth plan, accounts, holdings, performance and more on the go.

What’s new

Version 5.14.0 · Updated September 6, 2024

- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes

App privacy

The developer, Legacy Financial Advisors, LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

Identifiers: Device ID
Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

App details

Legacy Investor is a free Finance app for iPhone, iPad and iPod touch, developed by Legacy Financial Advisors, LLC. It requires iOS 13.4 or later and is 38 MB to download. It was first released on February 28, 2021 and last updated on September 6, 2024.

Category: Finance
Price: Free
Version: 5.14.0
Size: 38 MB
Requires: iOS 13.4 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: February 28, 2021
Last updated: September 6, 2024
Developer: Legacy Financial Advisors, LLC

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Alternatives to Legacy Investor

Looking for apps like Legacy Investor? Here are 6 similar apps on the App Store. The highest rated is LIS Mobile (5.0/5), and all 6 are free to download.

Legacy Investor vs. alternatives
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Legacy Investor	–	Free	September 6, 2024
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LIS Mobile	5.0 / 5 (1)	Free	May 29, 2025	Compare
The Legacy Wealth App	4.8 / 5 (10)	Free	Sep 15, 2026	Compare
Legacy Private Wealth Partners	–	Free	Sep 15, 2026	Compare
Legacy Financial App	5.0 / 5 (3)	Free	Aug 26, 2026	Compare
Legacy Financial Advisors	5.0 / 5 (4)	Free	Sep 17, 2026	Compare

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