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Legacy Trust Online

Legacy Trust Online offers the ability for its customers to view all of their trust accounts in a secure online setting.

 

All trust accounts are available for this service including sweep accounts, IRAs, and trusts. Transactions and asset prices are updated daily. This service is provided to Legacy Trust customers free of charge. The following reports and services are available online:

  • Account Balances - a quick view of all of the customer’s accounts
  • Portfolio Analysis - analyze a breakdown of all assets held in the account
  • Asset Allocation - see a chart of all holdings in the account
  • Account Statement - view a monthly, quarterly, or annual statement, or any other time period the customer chooses
  • List of Transactions - see all transactions processed on your account for any time period the customer chooses
  • Email - send questions directly to Legacy Trust through the online account