From Jordan
Welcome to your Legacy Vault
Everything you need, your accounts, exclusive resources, and direct access to your financial plan.
View your accounts, net worth, portfolio performance, goal tracking, and planning tools.
Open dashboard →Access e-books, guides, worksheets, and resources available only to Hyde Legacy Group clients.
Browse library →Watch educational videos from your advisor. New content is added regularly.
Watch now →Jordan's welcome message is waiting for you in the Multimedia section.
Explore real-world planning scenarios, market corrections, layoffs, business owner tax strategy, and more, to see how Hyde Legacy Group thinks through them.
Add your client portal to your home screen for one-tap access to documents, multimedia, and your advisor.
Add a second layer of security to your account from the Settings page. Takes about 60 seconds.
Step-by-step guides to help you get the most out of every feature in your Legacy Vault. Select a tutorial below to learn more.
Your complete client hub, financial planning, document storage, exclusive content, multimedia, case studies, and direct access to your advisor.
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.
