Cornerstone FG app for iPhone and iPad
4.4 (
3024 ratings )
Finance
Business
Developer: Cornerstone Financial Group, LLC
Free
Current version: 5.9.0, last update: 2 months agoFirst release : 03 Apr 2024
App size: 34.06 Mb
Manage and monitor your Cornerstone Financial Group, LLC accounts securely and conveniently with the Cornerstone Financial Group app.
This app allows you to access your Client Portal mobile platform to see balances, transactions, performance data, and allocations. Using the Document Vault, you can easily access your statements, tax forms, or safely share files with your advisor.
Link outside investment accounts to your Portal to see your whole financial picture in one place.