Cornerstone FG
Everyone
info
10+
Downloads
Everyone
Learn more
About this app
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.
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.
Updated on
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.
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
- 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
Everyone
Learn moreApp support
About the developer
CORNERSTONE FINANCIAL GROUP, LLC
team@cornerstonefinancialgroup.com
11225 Davenport St Ste 102
Omaha, NE 68154-2641
United States
+1 402-758-0700