Manage Your Investments with the New CDF Mobile App

When it comes to your investments, having information at hand is vital. Whether you are preparing for taxes, making financial adjustments, or planning for the future, you need to stay on top of what is happening with your money.

That is why we created a brand-new mobile app for CDF investors. Managing your investments with CDF Capital just got a lot easier. With CDF Mobile, you can conveniently access your investments whenever, wherever.

This simple, secure app gives you the power to control your investments from the palm of your hand, and it uses the same login information that investors already use online. At any time you can adjust your settings to establish your ideal balance between accessibility and security.

With CDF Mobile, you can conveniently access your investments whenever, wherever.

To help you keep a closer eye on your investments, you can set up custom alerts to monitor your balance and transactions. When your balance or transaction amount goes above or below amounts you set, the app will send you an alert. Similarly, the app can provide additional security to notify you if your account information (such as preferences, PIN, or login information) changes.

The app also serves as a springboard to see updates from our social media pages, so you can read the latest stories, tips, and financial information from CDF Capital.

If you ever need to get a hold of us to make changes to your investments or request information, you can email us directly from the app. It conveniently categorizes your email, making it easier for you to tell us what you would like to do with your investments.

Additionally, you can use the app to open new investments at any time.

If you have an investment with CDF Capital, this is a must-have mobile app. If you are not yet a CDF investor, the app is a convenient new way to get started.

Click below to download the app today!