Great app, awesome interface
Super easy to use and helps me see all my investment portfolio in one spot. Great application as it allows me to stay up to date on investments on my mobile device.
Free
About
Access your financial accounts, view balances, transactions, and performance data. Securely store and share documents with your advisor, and link external accounts for a comprehensive financial overview.
✓Account access
✓View balances and transactions
✓Performance data tracking
✓Document Vault for statements
✓Secure file sharing
✓Link external investment accounts
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What's New in Cornerstone FG
5.23.0
July 19, 2026
- 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
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FAQ
What is Cornerstone FG?
Cornerstone FG is a mobile application designed for clients of Cornerstone Financial Group, LLC. It allows users to securely manage their financial accounts, view performance data, and access important documents.
Is Cornerstone FG free to use?
Yes, Cornerstone FG is available for free download and use. It does not require any purchase to access its core features.
What financial institutions does Cornerstone FG support?
The app allows you to link outside investment accounts to your Portal to see your whole financial picture in one place. Specific supported institutions are not detailed, but it aims to consolidate your financial data.
How secure is Cornerstone FG?
The app is designed for secure management and monitoring of your financial accounts. It provides a secure platform for accessing sensitive financial information and sharing documents with your advisor.
Can I view my tax forms through Cornerstone FG?
Yes, the Document Vault feature within Cornerstone FG allows you to easily access your statements and tax forms directly through the app.
How often is Cornerstone FG updated?
The latest version of Cornerstone FG is 5.17.1, and it was last updated on April 15, 2025. Updates typically include improvements to functionality and security.
What devices are compatible with Cornerstone FG?
Cornerstone FG is available for iPhone, iPad, and iPod devices, making it accessible to a wide range of Apple users.
Does Cornerstone FG have ads?
No, Cornerstone FG does not contain advertisements. The app is ad-free, allowing for an uninterrupted user experience.
