Legl

Legl’s Source of Funds (SoF) feature helps your firm collect, verify, and gain insights into where client funds come from.

What is Legl Source of Funds?

What details will my client provide when they complete the Legl Source of Funds.

What information is captured for Source of Funds

Shanté Simpson

Tess Brown

Capture, review, and approve source of funds information, including open banking.

Legl Source of Funds

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