National Advisors Trust
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Tamarac Client Portal
If you would like a login please contact your Relationship Manager at (901) 758-9006.
The reports displayed as a result of using the Client Vault are for the convenience of clients of Legacy Wealth Management and are produced by an automated system and not reviewed by our staff, so please advise us if you see anything which appears wrong. Most securities are priced daily by our custodians; there are delays in the pricing of bonds, alternative investments (such as partnerships) and newly-transferred securities, which may lead to stale or missing prices, which will in turn lead to inaccurate totals. Courtesy accounts and unsupervised securities are not included and as such may lead to totals different from the account totals appearing on your statement.
Legacy Wealth Management ADV Part 2 A