Knowledgebase
Go to link.legacyshield.com
Help for Advisors and Professionals
Getting Started
People
Sharing
Storing Information
Insurance
FAQ
Messages
Help for Advisors and Professionals
Client Management
Estate Planning
Security
Back to home
Knowledgebase
Help for Advisors and Professionals
Getting Started
People
Sharing
Storing Information
Insurance
FAQ
Messages
Help for Advisors and Professionals
Client Management
Estate Planning
Security
Help for Advisors and Professionals
How do I change my credit card information?
Upgrade Account Subscription
Include Social Media Information in Advisor Biography
Convert Prospects to Clients
Update Advisor Profile