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Access Your Account

You can easily access your detailed account information and monthly statements online with Investor360°.

As a valued client, you get a secure, password-protected portal that allows us to work together efficiently by securely exchanging working documents.

Learn About Investor360°

View the Investor360° user guide for more information.

View a demo

Need Access?

If you would like to access your account online but do not have login credentials, please contact Makenna at Makenna@legacyvt.com or 802-316-3900.


Get the free mobile app

Contact

Office: 802.316.3900

Fax: 802.871.5354

99 Swift Street

Suite 300

South Burlington, VT 05403

Makenna@legacyvt.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

Legacy Financial Services 99 Swift Street, Suite 300 South Burlington, VT 05403 | P 802.316.3900 | F 802.871.5354

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

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