Once an adviser has signed you up, you will receive an activation/invitation email from Legado. This email will contain a link which will bring you to the Legado website to finish the sign-up process. During the on-boarding process, you will be asked to designate the level of access you wish to grant to your the adviser and to enable two-factor authentication (Security section for more information). When completed, you will see your home dashboard. This gives you an overview of all your Sections. We recommend adding any documents or information that is immediately available to you. You can also ask your adviser to help you with the upload process, to help ensure you are ready for any life events. Once you have decided how you would like to upload your documents and information to the different parts of your Legado account, we suggest adding at least one other Contact. Your Legado account becomes even more valuable when your trusted advisers and loved ones have access to your important information.
Once an adviser has signed you up, you will receive an activation/invitation email from Legado. This email will contain a link which will bring you to the Legado website to finish the sign-up process. During the on-boarding process, you will be asked to designate the level of access you wish to grant to your the adviser and to enable two-factor authentication (Security section for more information). When completed, you will see your home dashboard. This gives you an overview of all your Sections. We recommend adding any documents or information that is immediately available to you. You can also ask your adviser to help you with the upload process, to help ensure you are ready for any life events. Once you have decided how you would like to upload your documents and information to the different parts of your Legado account, we suggest adding at least one other Contact. Your Legado account becomes even more valuable when your trusted advisers and loved ones have access to your important information.