Features of The Legacy Wealth App through Black Diamond:
- A personalized home page, customizable to your preferences.
- Summarized and detailed reporting on all aspects of your holdings.
- The ability to link outside accounts to simplify your wealth management.
- A secure vault to view and organize important documents for safekeeping.
- Secure mobile access through The Legacy Wealth App
** Please note: The Legacy Wealth App link will direct you to another website powered by Black Diamond and you will be leaving this Legacy Wealth website. You will be viewing material and information provided herein that we believe to be reliable, however, Legacy Wealth makes no representation as to its accuracy or completeness and it should not be relied upon as such.