5+
Downloads
Content rating
Everyone
Screenshot image
Screenshot image
Screenshot image

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.
Updated on
Sep 3, 2025

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

What’s new

- Update Android SDK

App 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