Who has access to my Legado account?

No-one employed by Legado, or any third-party, has access to your data unless you specifically give them access.  The only information visible to us is your First Name, Last Name, Email Address and the status of your account - these so we can help you with any problems registering.  Some of the actions and events you perform, e.g. add nominee or complete a form are also available as high-level stats but not any of the content.

You may receive your Legado account through a professional advisor, eg IFA, Solicitor or Accountant.  They will talk to you about the benefits of the account and will send you an invite to join.  This advisor introducing you will, if you allow them, have access to view and upload files to your account, and it is likely to be beneficial to you for them to continue to have that access.  However, during your onboarding journey, and at any time after, you can change the level of access they have, through the normal mechanism for managing nominee access.

Other individuals having access to your account are all Nominees.  If they are not the advisor who introduced you they will only be able to view and download forms/files, not edit or upload.  They are also only given access to the folders you want them to access, through managing their access.

The last entity that may have access are Connected Apps.  These are visible from the section in the left navigation panel and are any organisation that you have allowed to upload documents into your vault.  This may be the investments platform, for example, that you use.

The important thing is that access to your data is under your control.