Cornerstone FG
Finance
Free · Designed for iPad. Not verified for macOS.
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.
- 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
The developer, Cornerstone Financial Group, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Cornerstone Financial Group L L C
- Size
- 64.6 MB
- Category
- Finance
- Compatibility
Requires iOS 15.6 or later.
- iPhone
Requires iOS 15.6 or later. - iPad
Requires iPadOS 15.6 or later. - iPod touch
Requires iOS 15.6 or later. - Mac
Requires macOS 12.5 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 Cornerstone Financial Group, LLC