Invest CSIA vs EverNest Mobile Usage & Stats
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.
- Apple App Store
- Free
- Finance
Store Rank
- -
This addition to the EverNest tech allows you to stay closely connected to your EverNest client portal on the go! While not a direct replacement of the portal, this feature gives you the ability to view your accounts, performance, as well as upload and download documents at any time!
- Apple App Store
- Free
- Finance
Store Rank
- -
Invest CSIA VS. 
EverNest MobileMarch 18, 2025