Legacy JSA Portal
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À propos de l'application
Access your entire up-to-date net worth and financial plan on the go with the Jacobson & Schmitt Advisors mobile app.
TOP FEATURES
• Interactive dashboard showing you your complete financial picture
• Dynamic reports to monitor cash flow, transactions, and asset allocation
• Link outside assets and liabilities
• View secure documents, quarterly reports, and JSA invoices
• And more!
Enhance Your Login Security:
In addition to establishing a strong password, we recommend adding an extra layer of security to your login process by enabling dual factor authentication. This will require you to enter a security code sent to your mobile phone before being able to access your account information. We also recommend using fingerprint or facial authentication on your mobile device. For security purposes, users will not have the capability to process transactions using the app; this portal is for monitoring and reporting purposes only.
TOP FEATURES
• Interactive dashboard showing you your complete financial picture
• Dynamic reports to monitor cash flow, transactions, and asset allocation
• Link outside assets and liabilities
• View secure documents, quarterly reports, and JSA invoices
• And more!
Enhance Your Login Security:
In addition to establishing a strong password, we recommend adding an extra layer of security to your login process by enabling dual factor authentication. This will require you to enter a security code sent to your mobile phone before being able to access your account information. We also recommend using fingerprint or facial authentication on your mobile device. For security purposes, users will not have the capability to process transactions using the app; this portal is for monitoring and reporting purposes only.
Date de mise à jour
La sécurité, c'est d'abord comprendre comment les développeurs collectent et partagent vos données. Les pratiques concernant leur confidentialité et leur protection peuvent varier selon votre utilisation, votre région et votre âge. Le développeur a fourni ces informations et peut les modifier ultérieurement.
Aucune donnée partagée avec des tiers
En savoir plus sur la manière dont les développeurs déclarent le partage
Aucune donnée collectée
En savoir plus sur la manière dont les développeurs déclarent la collecte
Nouveautés
See your complete financial picture and interact with your financial advisor.
Assistance de l'appli
À propos du développeur
JACOBSON & SCHMITT ADVISORS, LLC
info@jandsadvisors.com
8333 Greenway Blvd Ste 330
Middleton, WI 53562
United States
+1 608-662-7500
