Legacy JSA Portal
Legacy App
Free · Designed for iPad
See your complete financial picture and interact with your financial advisor.
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. Please give us a call if you have any questions.
Added Legacy to the app name with anticipation of the new app to be released later in 2025.
The developer, Jacobson & Schmitt Advisors, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Jacobson & Schmitt Advisors, LLC
- Size
- 68.7 MB
- Category
- Finance
- Compatibility
Requires iOS 10.0 or later.
- iPhone
Requires iOS 10.0 or later. - iPad
Requires iPadOS 10.0 or later. - iPod touch
Requires iOS 10.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Age Rating
18+
- 18+
- Copyright
- © 2024 Jacobson & Schmitt Advisors, LLC