Your important financial documents, encrypted, organized, and accessible anytime.
Your Legacy Vault keeps all your critical financial documents organized and protected with bank-level encryption. Upload, download, and share documents with your advisor securely.
Your documents are protected with enterprise-grade security.
Same standard used by banks and the military
Independently audited security controls
Extra layer of protection for your login
Every access and change is logged
Find quick answers to common questions about your account, documents, and the client portal. If you can't find what you need, our team is always here to help.
Our team is available Monday–Friday, 9 AM – 5 PM CT. We typically respond within a few hours.
Reviews are voluntarily provided and not compensated. They may not be representative of all client experiences. Past performance and client satisfaction do not guarantee future results. Advisory services offered through Wealth Watch Advisors, Inc., a registered investment adviser.