Features Invest CSIA
Bring your Conrad Siegel-managed portfolios on the go.
The Invest CSIA mobile app is for individuals who are personally advised by Conrad Siegel.
Access information about your investments and your Conrad Siegel reports and documents.
Quickly and easily view transaction history, portfolio holdings, performance and reports, and documents created by Conrad Siegel.
You can also create custom reports.
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Financial Tools
Manage your finances and track your expenses easily.
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Food & Dining
Discover recipes and order food from your favorite restaurants.
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Personalization
Customize the app to match your preferences and workflow.
Screenshots
See the Invest CSIA in Action
Get the App Today
Download on Google Play
Available for Android 8.0 and above