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The Team CFG mobile app allows you to easily view account information such as balances, performance and investment positions
Team CFG
by Capital Financial Group, Inc.
What is it about?
The Team CFG mobile app allows you to easily view account information such as balances, performance and investment positions. If you are a financial planning client, you can also view your plan and aggregate all of your financial accounts in one place. You can quickly send the CFG team a message or schedule a call with your advisor. The added document vault allows you securely retrieve and upload documents.
App Screenshots
App Store Description
The Team CFG mobile app allows you to easily view account information such as balances, performance and investment positions. If you are a financial planning client, you can also view your plan and aggregate all of your financial accounts in one place. You can quickly send the CFG team a message or schedule a call with your advisor. The added document vault allows you securely retrieve and upload documents.
For more information about our planning process or investment management services, please visit us at www.cfgfinancialplanning.com.
Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
