Jacobson & Schmitt Advisors 17+
Jacobson & Schmitt Advisors
Diseñado para iPad
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- Gratis
Capturas de pantalla
Descripción
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.
Novedades
Versión 2.0.1165883
IOS Update.
Valoraciones y reseñas
Helpful app!
Nice to see all investments in one place.
Privacidad de la app
El desarrollador, Jacobson & Schmitt Advisors, ha indicado que las prácticas de privacidad de la app pueden incluir la gestión de datos descrita a continuación. Para obtener más información, consulta la política de privacidad del desarrollador.
Data Not Collected
The developer does not collect any data from this app.
Las prácticas de privacidad pueden variar, por ejemplo, dependiendo de tu edad o de las funciones que uses. Más información
Información
- Seller
- Jacobson & Schmitt Advisors, LLC
- Tamaño
- 68,7 MB
- Categoría
- Finance
- Compatibilidad
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- 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.
- Idiomas
- Edad
- 17+ Unrestricted Web Access
- Copyright
- © 2024 Jacobson & Schmitt Advisors, LLC
- Precio
- Gratis