Equitable Trust vs Legacy TotalWealth
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Equitable Trust
Access your financial information and connect with your advisor on the go. This mobile portal provides secure access to your account data anytime, anywhere. Clients require login credentials from their advisor to use the app.
- Account data access
- Connect with financial team
- On-the-go access
- Secure client portal
- Financial picture overview
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Equitable Trust’s mobile client portal keeps you connected to your financial picture anytime, anywhere. Access your account data or get in touch with your financial team on the go. Clients should contact their advisor to obtain login credentials prior to using this app.
Legacy TotalWealth
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The Legacy Trust Company mobile application is for the exclusive use of clients to conveniently and securely access their Legacy Trust wealth management accounts. The app can be used to monitor account balances, review holdings and asset allocation, and track activity and investment performance in real-time. With access to account information when and where they need it, clients can stay up-to-date and make informed decisions. The application is available at no charge. However, if you have not yet set up your online access, please contact your trust officer for assistance.
Screenshots
Verdict
The clearest difference is update cadence: Equitable Trust at every 2 months against Legacy TotalWealth's every 7 months. On price, ads, in-app purchases and device support there is nothing between them.
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.
Equitable Trust ships an update every 2 months, Legacy TotalWealth every 7 months. The most recent releases landed on October 24, 2026 and October 7, 2026 respectively.
| Parameter | Equitable Trust | Legacy TotalWealth |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (1 ratings) — better | — |
| Number of ratings | 1 — better | — |
| Update frequency | Every 2 months — better | Every 7 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, iPod — better | iPhone, iPod |
| Requires iOS | 15.5 — better | 16 |
| Further details — not scored | ||
| Size | 141 MB | 23 MB |
| Age rating | 4+ | 4+ |
| Developer | Equitable Trust Company, Inc. | Legacy Trust Company (Texas) |
In-app purchases
Equitable Trust
No in-app purchases
Legacy TotalWealth
No in-app purchases
Questions
Is Equitable Trust free?
Is Legacy TotalWealth free?
Do Equitable Trust or Legacy TotalWealth have ads?
Which is updated more often, Equitable Trust or Legacy TotalWealth?
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