Account Administration
Legacy is easy to do business with. We take great pride in providing superior account administration services that enable clients to quickly benefit from Legacy. We respond swiftly to client needs with a personal touch that ensures greater value in their relationship with Legacy.
Account Setup
We relieve our clients of the burden of paperwork. We handle the opening, transfer, and closing of both taxable and non-taxable accounts, often requiring only our client's signature.
Transfer of Assets
We offer our clients the flexibility to move their assets with a simple request. We can transfer funds electronically, coordinate trust distributions, and execute gifting instructions.
Reconciliation
Precise daily reconciliation ensures our clients that we are closely monitoring their account balances and holdings. We capture all dividends, interest payments, and corporate actions, resulting in up-to-date, accurate account appraisals.
Reporting
Customized, flexible reporting enables our clients to view their accounts in whatever format is most illustrative. We also track restricted stock and other private investments, producing one consolidated, convenient statement.
Performance Calculation
Quarterly reporting enables our clients to see how their accounts are performing relative to their benchmarks. Intuitive, graphical reports enable detailed analysis of each account's change in value, composition, and return on investment.
Secure Recordkeeping
Our clients enjoy the peace of mind that comes from knowing their account records are kept in a secure, orderly fashion. We maintain copies of all relevant financial, legal, and estate documents for each account.
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