At Jackson Wealth Management, we believe that transparency and accessibility are key to empowering our clients. That's why we provide our clients with Account View, a secure online portal that allows you to view and manage your account information whenever you need. Whether you’re on a desktop or using the mobile app, you can access a full range of features designed to keep you informed and in control.

Benefits of Account View

• 24/7 Account Access: Check your balances, view transactions, and track your portfolio performance anytime.
• Mobile Access: Download the Account View app from the App Store or Google Play for convenient access on the go.
• Secure Login Options: Use secure login methods like FaceID or fingerprint recognition on the mobile app, or a one-time passcode for secure access.

Getting Started with Account View

If you're a new client, as part of our onboarding process, we’ll schedule a dedicated meeting to walk you through Account View. During this session, we’ll help you:

• Activate Your Account: We'll guide you through the initial activation, including setting up your profile and password.
• Set Up Mobile Access: Once your profile is activated on the web, you can download the mobile app and enable FaceID or TouchID for easy access.
• Explore Account Features: Together, we’ll review the robust features available on Account View, so you have a full understanding of how to monitor and manage your investments.

Already Have an Account? Need Help?

For existing clients, we’re here to help with any access needs. If you need assistance with:

• Setting Up Access: We can help get you started or walk you through the activation steps.
• Unlocking Your Account: If you’re locked out or facing login issues, just reach out to us, and we’ll guide you through the steps to regain access.

Call or text us at 419-423-7781, or click here to schedule a call if you need support with Account View. We're committed to making sure you feel confident in managing your investments and accessing your account information securely and conveniently.