Jacobson & Schmitt Advisors 2.0.1165883

The Jacobson & Schmitt Advisors mobile app offers users a comprehensive way to access and monitor their financial status from anywhere. This application provides real-time insights into your net worth and financial plan, ensuring you are always informed about your financial landscape.

Top Features:

• Interactive dashboard that presents a complete overview of your financial situation.
• Dynamic reports to assist in tracking cash flow, transactions, and asset allocation.
• Ability to link external assets and liabilities for a holistic view.
• Access to secure documents, quarterly reports, and JSA invoices.
• And additional features designed to enrich your financial management experience.

Enhance Your Login Security:

To ensure the protection of your account, we recommend implementing dual factor authentication in addition to creating a robust password. This enhances security by requiring a verification code sent to your mobile device during the login process. Furthermore, utilizing fingerprint or facial recognition on your mobile device can add an extra layer of protection. Please note that the app is designed solely for monitoring and reporting purposes, and users will not be able to execute transactions within it. For any inquiries or support, do not hesitate to reach out to us.