Introducing our New Mobile Application

CFSG's Mobile Application

With the new mobile app:

See your account summary
Account holding information
Asset allocation
Available cash
Unrealized gain/loss
Activity detail
Electronic statements

Features include a customizable dashboard, near real-time analytics, access to statements and documents from one central location, allowing you to conveniently keep track of your investments.

How to get started:

To begin, please make sure you have setup your initial web access which can be done by using the navigation links at the top of this page. Select our new login to get your web access started today. With that complete, your web access login details will be used to login to the mobile application.

We provided two QR codes below to help you install the mobile application. If you are using an Apple device or Android, please ensure you use the appropriate QR code to navigate to the mobile application for your device.

After downloading, launch the application and sign in. A one-time pin will be sent to the email address linked to your web access.

Apple App Store Download

To get the moblie application from the App Store, scan the QR code above. You may also use the buttons below if visiting this page on your mobile device.

CFSG Apple App

Google Play Store Download

To get the mobile application from the Google Play Store, scan the QR code above. You may also use the button below if visiting this page on your mobile device.

CFSG Android App