Access for Cornerstone Financial Group's active management and IMT clients
CFG Invest — description
This app allows access to the client portal as well as current plans and document vault. This will also allow our clients to directly contact their advisor.
Latest version
Version
5.23.0
Update
Jul 18, 2026
Package ID
com.advisorlynx.mobileadvisor.cfginvest
What's new
Jul 18, 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