# Invest CSIA

> Invest CSIA (iPhone/iPad app by Conrad M. Siegel Inc..)

- Source: https://appshunter.io/ios/app/invest-csia/id1508179189 (this page in markdown: same URL + `.md`)
- Developer: [Conrad M. Siegel Inc.](https://appshunter.io/developer/1494489502)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2020-04-29
- Data updated: 2026-07-23
- User reviews in markdown: https://appshunter.io/ios/app/invest-csia/id1508179189/reviews.md

## What is Invest CSIA?

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.


## Version history (last 5 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

### 5.22.1 — 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

### 5.19.0 — 2025-05-28

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.0 — 2025-01-27

- 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

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## More apps by Conrad M. Siegel Inc.

- [ConradSiegel](https://appshunter.io/ios/app/conradsiegel/id1494489503)

All apps by Conrad M. Siegel Inc.: https://appshunter.io/developer/1494489502

## Related topics

[conradsiegel](https://appshunter.io/ios/topics/conradsiegel)

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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 2026-07-23.*