Capital Legacy & Vision
Client Portal
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Enter your username or email and, if we find a match, we'll send a secure access link to verify your identity and reset your password.
If an account matches what you entered, a secure access link has been sent to the email on file. It's valid for 2 hours.
Simulated price movement for illustration. Live market data feed can be connected when ready.
Balances shown for reference only. Funds held directly at partner banks.
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Request a withdrawal from your total portfolio. All withdrawal requests are subject to a 6-month moratorium period during which your portfolio remains fully invested and actively managed by our team. Funds are released via ACH bank transfer within 3–5 business days after the moratorium concludes and your request is approved.
Request Withdrawal