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The CSJ Wealth Mobile App allows you to view all of your account information, balances, performance, holdings, financial plan and more, all from one convenient place on your device.
What's New in CSJ Wealth
5.14.2
October 26, 2024
- 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
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