The Stonebridge Financial Group Client Portal app provides a simple, secure way to manage your financial life on the go.
With this app, you can:
- View account information and balances
- Track your portfolio performance
- Access important documents quickly and securely
- Stay informed with personalized insights and notifications
Designed for ease of use and peace of mind, the Stonebridge Financial Group Client Portal ensures your financial information is always at your fingertips—whether you’re at home or on the move.
What's new (v5.22.1)
- 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