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About 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.

What’s new

Version 5.23.0 · Updated 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

App privacy

The developer, Conrad M. Siegel Inc., reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Identifiers: Device ID
  • Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

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