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Screenshots

  • PAG Mobile screenshot 1
  • PAG Mobile screenshot 2
  • PAG Mobile screenshot 3
  • PAG Mobile screenshot 4

About PAG Mobile

Clients of Prosperity Advisory Group, LLC can now stay on track with their financial prosperity anytime, anywhere with access to their portfolio balance, performance information, and secure document sharing on the go. Important Notices and Disclosures To use this app, you must be a registered user of the Prosperity Advisory Group, LLC client portal. To register for first time access or help resetting login credentials, please contact your advisor’s office. Please note, this app is for information reporting purposes only. To initiate transactions or to make changes to your information / accounts, please contact the advisor’s office directly. Information reported on the app does not supersede any information you receive from the reporting financial institution directly. Securities offered through Cadaret, Grant & Co, Inc., Syracuse NY - Member FINRA and SIPC. Advisory Services offered through Prosperity Advisory Group, LLC, an SEC Registered Investment Advisor. Prosperity Advisory Group, LLC, and Cadaret, Grant & Co, Inc. are separate entities.

What’s new

Version 5.22.1 · Updated February 6, 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, Prosperity Advisory Group 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 PAG Mobile

Looking for apps like PAG Mobile? Here are 6 similar apps on the App Store. The highest rated is The OJC Fund (5.0/5), and all 6 are free to download.

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