# Legacy JSA Portal — Legacy App

> Mobile financial planning and net worth tracking tool. (iPhone/iPad app by Jacobson & Schmitt Advisors.)

- Source: https://appshunter.io/ios/app/legacy-jsa-portal/id1519824290 (this page in markdown: same URL + `.md`)
- Developer: [Jacobson & Schmitt Advisors](https://appshunter.io/developer/1519824289)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 4 App Store ratings · 1 written reviews indexed
- Age rating: 17+
- Requires: iOS 10.0 · 66 MB
- Released: 2020-07-03
- Data updated: 2026-05-20
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/legacy-jsa-portal/id1519824290/reviews.md

## What is Legacy JSA Portal?

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.

## Key features

- Interactive financial dashboard
- Dynamic reports for cash flow and asset allocation
- Link external assets and liabilities
- View secure documents and invoices
- Dual factor authentication
- Fingerprint/facial authentication

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/legacy-jsa-portal/id1519824290/reviews.md

### 5/5 — Helpful app!

*2020-07-03*

Nice to see all investments in one place.

## Frequently asked questions about Legacy JSA Portal

### What is Legacy JSA Portal used for?

Legacy JSA Portal provides users with access to their up-to-date net worth and financial plans. It features an interactive dashboard and dynamic reports to monitor cash flow, transactions, and asset allocation.

### Can I make financial transactions with Legacy JSA Portal?

No, users will not have the capability to process transactions using the app. This portal is strictly for monitoring and reporting purposes only.

### How secure is Legacy JSA Portal?

The app enhances login security with dual factor authentication and recommends using fingerprint or facial authentication on mobile devices. It is designed for monitoring and reporting, not transaction processing.

### What devices does Legacy JSA Portal support?

Legacy JSA Portal is available for iPhone, iPad, and iPod devices. It is designed to provide access to your financial information on the go.

### How often is Legacy JSA Portal updated?

The latest version of Legacy JSA Portal is 2.0.1322390, which was last updated on February 12, 2025. This indicates a commitment to regular updates and maintenance.

### What is the age rating for Legacy JSA Portal?

Legacy JSA Portal has an age rating of 17+. This is common for financial applications that may contain complex information or require a certain level of maturity to understand.

### Does Legacy JSA Portal have ads?

No, Legacy JSA Portal does not contain advertisements. The app is free to download and use without any ad interruptions.

### What is the user sentiment for Legacy JSA Portal?

Legacy JSA Portal has received a perfect rating of 5.0 stars from 4 ratings. This suggests a very positive user experience and high satisfaction among its current users.

## Version history (last 3 releases)

### 2.0.1322390 — 2025-02-12

Added Legacy to the app name with anticipation of the new app to be released later in 2025.

### 2.0.1165883 — 2023-12-14

IOS Update.

### 2.0.645833 — 2020-07-03

No release notes.

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## More apps by Jacobson & Schmitt Advisors

- [Jacobson & Schmitt Advisors](https://appshunter.io/ios/app/jacobson-and-schmitt-advisors/id6741215150)

All apps by Jacobson & Schmitt Advisors: https://appshunter.io/developer/1519824289

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-20.*