# Cornerstone Client Portal

> Mobile app for viewing account information and contacting wealth planning teams. (iPhone/iPad app by Cornerstone Wealth, LLC.)

- Source: https://appshunter.io/ios/app/cornerstone-client-portal/id1591449334 (this page in markdown: same URL + `.md`)
- Developer: [Cornerstone Wealth, LLC](https://appshunter.io/developer/1591449607)
- Category: Finance, Business
- Price: Free
- Rating: 3.70/5 from 3 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2021-12-06
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/cornerstone-client-portal/id1591449334/reviews.md

## What is Cornerstone Client Portal?

This Mobile App allows you to view account information, balances and easily contact your wealth planning team.

## Key features

- View account information
- Check balances
- Contact wealth planning team
- Secure access
- Financial management

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/cornerstone-client-portal/id1591449334/reviews.md

### 1/5 — Unreliable

*2024-02-21*

Consistently will not accept my credentials.

## Frequently asked questions about Cornerstone Client Portal

### What is Cornerstone Client Portal used for?

Cornerstone Client Portal is used to view your account information and balances, and to easily contact your wealth planning team. It offers a convenient way to manage your financial details.

### Is Cornerstone Client Portal free to use?

Yes, Cornerstone Client Portal is available for free. There are no charges to download or use the core features of the application.

### What devices does Cornerstone Client Portal support?

Cornerstone Client Portal is designed for iOS devices, including iPhone and iPad. It is not currently available for Android.

### How secure is Cornerstone Client Portal?

While specific security protocols are not detailed, financial apps typically employ industry-standard security measures to protect user data. Users should always practice good digital hygiene.

### How often is Cornerstone Client Portal updated?

The app was last updated on February 5, 2026, with version 5.22.1. This indicates a commitment to ongoing maintenance and feature improvements.

### What is the age rating for Cornerstone Client Portal?

Cornerstone Client Portal has an age rating of 4+. This suggests it is suitable for a wide range of users, including younger individuals with parental guidance.

### Can I see my investment balances in Cornerstone Client Portal?

Yes, the app allows you to view your account information and balances. This includes details relevant to your investments managed by your wealth planning team.

### Does Cornerstone Client Portal have ads?

No, Cornerstone Client Portal does not contain advertisements. It is designed to provide a clean and focused user experience.

## Version history (last 5 releases)

### 5.22.1 — 2026-02-05

- 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

### 5.16.0 — 2024-12-14

- 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

### 5.14.0 — 2024-09-10

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-12

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-05

Bug fixes and performance enhancements.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*