Legacy & Wealth Financial Advisors
Legacy & Wealth Financial Advisors
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Account Access

Professional Money Management Services

Click on the buttons below to be directed to your log-in page.
Each customer service phone number is also provided for your convenience. 

Charles Schwab Client Services

(800) 435-4000

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Betterment – Automated and Goal-Based Portfolios

Open an account in 5 minutes 

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Morningstar Client Web Portal

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American Funds Investment Co.

(800) 421-4225 

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Betterment Client Login

(888) 428-9482

support@betterment.com

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Business Hours:

Mon - Fri: 9:00 AM - 5:00 PM | Sat & Sun: By Appointment  


Copyright © 2023, Legacy & Wealth Financial Advisors. All Rights Reserved. 

This website is a publication of Legacy & Wealth Financial  Advisors.  Information presented is believed to be factual and  up-to-date, but we do not guarantee its accuracy and it should not be  regarded as a complete analysis of the subjects discussed. All  expressions of opinion reflect the judgment of the authors as of the  date of publication and are subject to change. Information on this website/publication does not involve the  rendering of personalized investment advice. A professional advisor  should be consulted before implementing any of the strategies presented.  Content should not be construed as an offer to buy or sell, or a  solicitation of any offer to buy or sell the securities mentioned  herein.  Hyperlinks on this website are provided as a convenience and we  disclaim any responsibility for information, services or products found  on websites linked hereto. The content of this website is provided for  informational purposes only, and should not be construed as legal or tax  advice. Always consult an attorney or tax professional regarding your  specific legal or tax situation Legacy & Wealth Financial Advisors is registered as an investment  advisor with the state of California and only transacts business in  states where it is properly registered, or is excluded or exempted from  registration requirements. Address: 300 Spectrum Center Dr. Suite 400  Irvine, CA 92618. Phone: (949) 529-1655. Registration as an investment  advisor does not constitute an endorsement of the firm by securities  regulators nor does it indicate that the advisor has attained a  particular level of skill or ability. Members of the firm, who are  licensed insurance agents, may recommend the purchase of  insurance-related products and may receive additional compensation for  such transactions.

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