JFS Mobile App

Introducing the JFS Mobile Experience!

Stay closer to your personal account information and JFS service team, wherever you are.
  • This secure, easy-to-use app provides an interactive dashboard of your finances, reports, key portfolio and account data, and quick access links to your service team.
  • Interactive dashboard showing key portfolio and account data.
  • Save time with instant, 24/7 online access. Digital documents make record keeping easier by saving your files in one central location, even allowing access while away from home.
  • Simplify your recordkeeping with electronic storage. You now have access to a rolling 10 years of statements, seven years of trade confirmations, and a minimum of three years of eligible correspondence.
  • Robust JFS client portal.  Displays your key account information and allows you to securely upload and download sensitive documents. Plus, it features an easy-to-use dashboard, which allows you to review a variety of useful information regarding your accounts and portfolios.

Ready to get started? Search for “JFS Wealth Advisors” in your mobile app store, or click on your choice below:

In order to access your JFS accounts through the mobile app, you will need to have an active client portal. If you do not have an online portal but would like to start receiving the benefits of electronic delivery, you may sign up by clicking the link below. Selection of electronic delivery includes a JFS client portal for secure document exchange in addition to electronic delivery of JFS correspondence and performance reports.

If you already have a JFS portal, you do not need to authorize electronic delivery before downloading the app.

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