TWP Mobile vs Legacy Trust
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
TWP Mobile
Access your investment accounts with a registered investment advisor. View balances, holdings, historical transactions, and performance. Securely store and access important documents.
- View account balances
- Track holdings
- Review historical transactions
- Monitor investment performance
- Sort and filter data
- Access secure documents
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View only account access for clients of Total Wealth Planning, LLC, a registered investment advisor based in Ohio. The client access for iPhone/iPad app lets you access your accounts and investments where and when it’s most convenient. View balances, holdings, historical transactions, and performance. Sort and filter by account, asset class, and time period. This app does not permit money transfers or trading. Store and access secure documents and many other features.
Legacy Trust
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Download the free Legacy Trust app and monitor your investment account from your mobile device or tablet. Legacy Trust mobile app allows you access to view your account in a safe and secure way. You can also use the app to see how your accounts are invested and view recent transactions.
Screenshots
Verdict
TWP Mobile and Legacy Trust are too close to call on the numbers: across 6 compared parameters — price, update cadence, ads and in-app purchases among them — neither pulls far enough ahead to decide it. What separates them is feature set and interface, not measurable difference.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
TWP Mobile ships an update every 5 months, Legacy Trust every 3 months. The most recent releases landed on November 2, 2026 and October 30, 2026 respectively.
| Parameter | TWP Mobile | Legacy Trust |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (2 ratings) — better | — |
| Positive reviews | 100.0% of reviews | — |
| Number of ratings | 2 — better | — |
| Update frequency | Every 5 months | Every 3 months — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, iPod — better | iPhone, iPod |
| Requires iOS | 15.6 — better | 16 |
| Further details — not scored | ||
| Size | 53 MB | 23 MB |
| Age rating | 4+ | 4+ |
| Developer | TotalWealth Planning, LLC | Legacy Trust |
In-app purchases
TWP Mobile
No in-app purchases
Legacy Trust
No in-app purchases
Questions
Is TWP Mobile free?
Is Legacy Trust free?
Do TWP Mobile or Legacy Trust have ads?
Which is updated more often, TWP Mobile or Legacy Trust?
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