Cornerstone Client Portal
Cornerstone Wealth, LLC Finance iPhoneiPadiPod touch
Cornerstone Client Portal is a free Finance app for iPhone and iPad by Cornerstone Wealth, LLC. Rated 3.7/5 from 3 ratings. Requires iOS 15.6.
- Rating
- 3.7
- 3 ratings
- Price
- Free
- on the App Store
- Size
- 61 MB
- Age 4+
- Updated
- Feb 5
- 2026 · v5.22.1
Screenshots
About Cornerstone Client Portal
This Mobile App allows you to view account information, balances and easily contact your wealth planning team.
What’s new
Version 5.22.1 · Updated February 5, 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, Cornerstone Wealth, LLC, 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
Alternatives to Cornerstone Client Portal
Looking for apps like Cornerstone Client Portal? Here are 6 similar apps on the App Store. The highest rated is Golden K Plans & Wealth Mgmt (5.0/5), and all 6 are free to download.
-
exitfour wp
-
Chesley Taft Access
-
Golden K Plans & Wealth Mgmt
5.0
-
Osprey Capital Partners
-
Sherman Wealth
5.0
-
HFG Mobile
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Cornerstone Client Portal | 3.7 / 5 (3 ratings) | Free | February 5, 2026 | |
| exitfour wp | – | Free | Dec 14, 2024 | Compare |
| Chesley Taft Access | – | Free | Aug 27, 2025 | Compare |
| Golden K Plans & Wealth Mgmt | 5.0 / 5 (1) | Free | Jul 29, 2025 | Compare |
| Osprey Capital Partners | – | Free | Jul 19, 2026 | Compare |
| Sherman Wealth | 5.0 / 5 (2) | Free | May 29, 2025 | Compare |
| HFG Mobile | – | Free | Feb 5, 2026 | Compare |