Clients · Vault & portal · Advisor Pro / hybrid
Secure Document Hub & Advisor Messenger
Check off documents you have ready, draft a message, and connect with your advisor. Advisor Pro feature for client collaboration.
How it helps
Check off documents you have ready, draft a message, and email or call your advisor to move forward.
Workflow helper — secure file transfer may use email or phone per your advisor's process.
Insurance products offered through licensed professionals affiliated with Experior Financial Group Inc. This website is for educational purposes and does not constitute personalized tax, legal, or investment advice.
Search intents this tool answers
- send documents to financial advisor
- client document portal
- secure advisor messaging
Secure Document Hub & Messenger FAQ
What is the Secure Document Hub & Messenger tool?
Workflow helper — secure file transfer may use email or phone per your advisor's process. Check off documents you have ready, draft a message, and email or call your advisor to move forward. Learn more at https://www.legacyinmotion.biz/tools/secure-portal.
Is Secure Document Hub & Messenger free?
Secure Document Hub & Messenger is available with Advisor Pro or hybrid access. See https://www.legacyinmotion.biz/tools/plans.
How do I open Secure Document Hub & Messenger?
Sign in to the client portal and open https://www.legacyinmotion.biz/dashboard/tools/secure-portal, or start from the public overview at https://www.legacyinmotion.biz/tools/secure-portal.
