Access accounts and documents
by Legacy Financial Advisors, LLC (U.S.)
Curated apps similar to Legacy Financial Advisors, ranked by relevance and user ratings.
Aggregate accounts in one place
Interfaith Federal Credit Union
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Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set alerts for spending thresholds. Transfer funds between accounts. View balance summaries and recent activity.
Manage accounts, track investments, view balances
AGORA CORRETORA DE TITULOS E VALORES MOBILIARIOS SA
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Manage investment accounts, track portfolio performance, and view transaction history and balances. Access analysis, investment recommendations, and educational content. Monitor fixed income, funds, and private pension options.
Glacier Bank
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FCB Utah is your personal financial advocate.
Monitor accounts, deposit checks, make transfers, pay
Ledyard National Bank
FinanceMonitor checking and savings account balances, track spending, and set customized savings goals. View mortgage and loan balances. Receive account alerts and adjust preferences. Deposit checks, make transfers, and pay bills directly from the .
Aggregate accounts in one place
The Cornerstone Bank
FinanceManage finances by aggregating accounts from multiple banks and credit unions into one dashboard. View transactions, add tags and notes, attach receipts and checks. Set alerts for account activity. Transfer funds, pay bills, and track spending.
Check balances, send funds, track transactions
First Choice Financial Federal Credit Union
FinanceCheck account balances, initiate transfers, and view transaction history. Receive mobile alerts for account activity. Manage credit union accounts with real-time updates and secure access.
Track transactions, make payments, transfer funds, find
Oconee Federal Savings & Loan Assn Inc
FinanceCheck account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Schedule and make bill payments. Locate nearby branches or ATMs.
Donate funds to charities tax-free
Daffy Charitable Fund
FinanceSave money specifically for charitable giving through a donor-advised fund. Set aside funds, track contributions, and manage tax-deductible donations. Link accounts to view balances and transaction history. Schedule donations to charities of choice.
View accounts, track expenses, manage budgets
GENERATIONS BANK INC
FinanceView all financial accounts in one place, including third-party credit cards and external institution accounts. Track balances, monitor transactions, and manage budgets. Set alerts for account activity and receive notifications.
Securely connect accounts and track balances
First Foundation Bank
FinanceView account balances and transaction history. Transfer funds between accounts. Pay bills and track spending. Connect external accounts for consolidated financial overview. Set spending alerts and manage budgets.
Fleetwood Bank Corporation
FinanceEasily access all of your accounts and features right at your fingertips with our mobile app.
Genesee Valley FCU
FinanceGenesee Valley FCU is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Security Federal Savings Bank of McMinnville
FinanceThe Security Federal App is a free mobile decision-support tool that gives you the ability to aggregate all of your financial accounts, including accounts from other financial institutions, into a single, up-to-the-minute view so you can stay organized and make smarter financial decisions.
Aggregate accounts in one place
First Dakota National Bank Inc
FinanceAggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage budgets. Track spending patterns and receive financial insights.
Save goals and track expenses
Nkwa tech LTD
FinancePlan finances with savings goals and budget tracking. Set monthly targets and monitor progress. Receive alerts for upcoming bills and expenses. Link accounts to view balances and transaction history.
Preferred Bank, CA & NY
FinancePreferred Bank is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Manage accounts, view balances, transfer funds, pay
American Federal Bank
FinanceCheck account balances, transfer funds between accounts, and pay bills. Deposit checks via photo. Set transaction alerts and manage account settings. View transaction history and access customer support.
Manage transactions with tags and notes
First Federal Bank & Trust
FinanceManage finances with transaction tagging, notes, and receipt photos. Set balance alerts. Send payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo. View account details and transaction history.
Community Powered Federal Credit Union
FinanceBank easy with the Community Powered mobile app! With a great look and feel, we’ve made the mobile app easier to find information on your accounts and transactions. Breeze through payments, transfers, and check deposits with just a few taps.
App information from Apple App Store. Legacy Financial Advisors and related trademarks belong to Legacy Financial Advisors, LLC (U.S.).