IDB Invest vs Legacy TotalWealth Usage & Stats
The IDB Investments Smartphone app gives you access to your investment account in the palm of your hand. The app is free to download and allows you to track the performance of your account. The app provides simple navigation allowing you to monitor your holdings, asset allocations, and transactions. The app also will display the market value of your account, tracking your gains/losses.
The app's capabilities include displaying asset allocation graphs on landscape view, providing market value of your account over time and expanded details about your holdings.
You must currently have access to the online IDB Investment Management & Trust arena to use this application. For assistance in enrolling please contact your IDB Investment Advisor.
- Apple App Store
- Free
- Finance
Store Rank
- -
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.
- Apple App Store
- Free
- Finance
Store Rank
- -
IDB Invest VS. 
Legacy TotalWealthJanuary 12, 2026