Stonebridge Financial Group
Finance
Free · Designed for iPad. Not verified for macOS.
The Stonebridge Financial Group Client Portal app provides a simple, secure way to manage your financial life on the go.
With this app, you can:
- View account information and balances
- Track your portfolio performance
- Access important documents quickly and securely
- Stay informed with personalized insights and notifications
Designed for ease of use and peace of mind, the Stonebridge Financial Group Client Portal ensures your financial information is always at your fingertips—whether you’re at home or on the move.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
- 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, Stonebridge 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:
- Financial Info
- Contact Info
- Identifiers
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Stonebridge Financial Group LLC
- Size
- 63.6 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 Stonebridge Financial Group LLC