Legacy JSA Portal

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.