Content rating
Everyone
10+
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Everyone
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About this app

This app allows access to the client portal as well as current plans and document vault. This will also allow our clients to directly contact their advisor.
Access for Cornerstone Financial Group's active management and IMT clients
Updated on
Jul 18, 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
  • This app may share these data types with third parties
    Personal info, App activity and 2 others
  • This app may collect these data types
    Personal info
  • Data is encrypted in transit
  • Data can’t be deleted

What’s new

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes
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Content rating
Everyone
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App support

About the developer
Cornerstone Enterprises, LLC
info@cfgwi.com
158 E Northland Ave Appleton, WI 54911 United States
+1 920-832-3821

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