The Planning Portal™ is our interactive wealth management portal designed for easy client access to your accounts. You'll have the ability to link and view your JSF managed accounts, bank accounts, credit cards, 401(k), 529 plans, and more, all in one location. Account balances and activities are constantly updating to provide you the most up to date account information. Privacy settings allow you to control what you share with your financial advisor.
Our team will guide you through the tools and features of The Planning Portal™ such as the Organizer, Workshops, Budgeting, Reports, and the Vault (an online safe deposit box to store digital copies of valuable personal documents such as wills, trusts, passport information, photos, etc.).
Contact us today to get start using The Planning Portal™ and schedule a walk through of the website.