Invest CSIA 4+
Conrad M. Siegel Inc.
Designed for iPad
-
- Free
Screenshots
Description
Bring your Conrad Siegel-managed portfolios on the go. The Invest CSIA mobile app is for individuals who are personally advised by Conrad Siegel. Access information about your investments and your Conrad Siegel reports and documents. Quickly and easily view transaction history, portfolio holdings, performance and reports, and documents created by Conrad Siegel. You can also create custom reports.
What’s New
Version 5.17.0
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
App Privacy
The developer, Conrad M. Siegel Inc., 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
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Conrad M. Siegel Inc.
- Size
- 43.2 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.4 or later.
- iPad
- Requires iPadOS 13.4 or later.
- iPod touch
- Requires iOS 13.4 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2025 Conrad Siegel Investment Advisors, Inc.
- Price
- Free