Client Access

eWealth Manager

About eWealth Manager

eWealth Manager‘s Online Resource Center is designed to enhance the information flow between you and Legacy Advisors.  By providing you with instant access to your managed account portfolio information as well as current investment insights, we can work even more closely with you to develop a personalized approach to your investment needs and monitor the progress being made to reach your specific goals.

The link below will bring up the client log-in interface for the eWealth Manager service in a separate window.

Click here to go to the eWealth Manager Log-In

SEI Private Trust Company

SEI Private Trust Company

SEI is a leading global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management. With a strategic focus on active asset management SEI is designed to manage investment risk and provide more consistent returns.

Click here to go to the SEI Private Trust Company Log-In

TD Ameritrade Institutional

TD Ameritrade Institutional

TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent Registered Investment Advisors (RIAs).

Click here to go to the TD Ameritrade Institutional Log-In