# Cornerstone FG

> Manage Cornerstone Financial Group accounts, view data, and share documents securely. (iPhone/iPad app by Cornerstone Financial Group, LLC.)

- Source: https://appshunter.io/ios/app/cornerstone-fg/id6480467455 (this page in markdown: same URL + `.md`)
- Developer: [Cornerstone Financial Group, LLC](https://appshunter.io/developer/1739131514)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2024-04-03
- Data updated: 2026-07-20
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/cornerstone-fg/id6480467455/reviews.md

## What is Cornerstone FG?

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.

## Key features

- Account access
- View balances and transactions
- Performance data tracking
- Document Vault for statements
- Secure file sharing
- Link external investment accounts

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/cornerstone-fg/id6480467455/reviews.md

### 5/5 — Great app, awesome interface

*2024-04-03*

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.

## Frequently asked questions about Cornerstone FG

### 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.

## Version history (last 4 releases)

### 5.23.0 — 2026-07-19

- 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

### 5.17.1 — 2025-04-15

- 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 — 2024-09-06

- 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 — 2024-04-03

No release notes.

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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 2026-07-20.*