How do I contact Edward Jones for assistance?
Need Assistance | Edward Jones Account Access Log Out Account Access - Log In Need Assistance? For assistance, call 800-441-5203 Monday - Friday 7 a.m. - 9 p.m. CT Saturday & Sunday 8 a.m. - 4 p.m. CT Help|Disclosures|Full Site
How do I know if Edward Jones online account access is TLS?
After you log in to Edward Jones Online Account Access, look for: The small, locked padlock on your web browser (most likely near the address bar). This indicates TLS technology is used.
How do I download the Edward Jones mobile app?
Download the free Edward Jones mobile app from the App Store or Google Play. Please Note: You cannot place trades in Online Access. To do so, call Client Relations. Follow Edward Jones on Facebook and Twitter for updates on widespread emergency situations.
What is Edward Jones doing to prepare for an emergency?
Edward Jones thoroughly plans and prepares for emergency situations such as natural disasters, power outages and other business disruptions. If a situation like this occurs and you are unable to reach your local branch team, use the following resources for assistance.
How do I access my Edward Jones account?
To use Account Access you must turn on scripting or JavaScript and cookies in your web browser. Learn how to do this or call Online Client Support at 800-441-5203 for assistance. Need help signing in? Forgot your user ID or password?
Can I see my Edward Jones account online?
Sign up for Online Access to view your goals, explore new goals and track your progress toward reaching them. Plus, connect accounts you hold outside of Edward Jones and securely communicate with your Edward Jones team.
How do I change my Edward Jones password?
If you've forgotten your password, enter your user ID and click "Log In." You will then be able to change your password on the following page by clicking the "Forgot your password?" link. Access Suspended? If your access has been suspended, please contact Online Client Support at 800-441-5203.
How do I find my Edward Jones account number?
Your account number is located in the top right corner on page 1 of your statement.
Why can't I access my Edward Jones account?
If you need immediate assistance because you can't access your account(s), forgot your User ID or password, or for some other technical issue, call Edward Jones Online Support at (866) 788-4880.
How do I cash out my Edward Jones account?
Simply call your financial advisor or transfer funds online through Online Access, and the transaction usually settles in one business day. Fees may apply. You save on postage, gas, checks and time.
What percentage does Edward Jones take?
The Program Fee is 1.35% and the Portfolio Strategy Fee begins at 0.19%. These fees are tiered so additional invested assets are subject to lower fees.
How much does a financial advisor cost?
The annual fee for financial advisors varies from as little as Rs 6,000 to Rs 40,000.
Does Edward Jones have an app?
Edward Jones - Mobile for Android With the Edward Jones - Mobile app you can stay connected to your financial advisor, the market and your Edward Jones accounts. Features: - Access your account securely and quickly using your existing Edward Jones User ID and password.
Is Edward Jones under investigation?
Louis-based financial services firm Edward D. Jones currently is facing state investigations and allegations and charges of stockbroker misconduct, conflict of interest and breach of fiduciary duties over the sale of Lehman Principal Protected Notes and other structured products.
How do Edward Jones advisors get paid?
Commission payouts start at 9-10% and increase up to 27-30% during your first four years as a financial advisor, based on certain criteria and tenure as a financial advisor. We anticipate financial advisors will increase their commission payout approximately every 12-18 months.
Is Edward Jones worth the fees?
Is It Worth It? There's no question that Edward Jones charges some hefty fees. But again, it offers an experience that you can't get at every firm. If you prefer working with a single advisor who can build a long-term, in-person relationship with you, EJ could be worth considering.
What percentage does Edward Jones take?
The Program Fee is 1.35% and the Portfolio Strategy Fee begins at 0.19%. These fees are tiered so additional invested assets are subject to lower fees.
How often does Edward Jones update accounts?
Most fixed income prices are updated on market days. However some fixed income securities are priced on a less frequent basis, such as when monthly account statements are generated.
How often do Edward Jones statements come out?
Statements and quarterly reports Quarterly reports are posted at the end of each calendar quarter. You can request to receive duplicate copies of (1) any statement generated at the end of each month; (2) the statements generated in March, June, September and December; or (3) the statements generated in December.
Does Edward Jones pay interest on cash?
Cash Interest is calculated daily based on the cash balance of the account for that day and is paid monthly. Rates for Cash Interest are determined by Edward Jones and are influenced by many factors including Federal Reserve Board policy as well as other market conditions.
Online Access and account features
Get the digital tools you need to help you stay connected to your accounts, goals and Edward Jones team wherever you go.
Tax resources and client statements
Taxes aren’t just for tax season. These resources can help you year-round to make more informed, tax-smart decisions.
Edward Jones Perspective Newsletter
Stay informed and on track to reach your goals with our monthly investing newsletter. Get insights and information grounded in our straightforward investment philosophy – long-term investing with an emphasis on quality and diversification.
What is the phone number for Edward Jones?
Headquarters. Call (314) 515-2000. 7 a.m. – 6 p.m. CT (Monday – Friday) Contact the switchboard operator to be connected to an Edward Jones branch office or headquarters associate. Back to Top.
Can you use Edward Jones online?
Download the free Edward Jones mobile app from the App Store or Google Play. Please Note: You cannot place trades in Online Access. To do so, call Client Relations.
Now you can goal anywhere!
Our app puts your financial information at your fingertips, so you'll know where you stand today and how close are to getting to where you want to go. Sign in from virtually anywhere to safely and securely access your Edward Jones accounts and goals wherever you go.
See a snapshot of your accounts and goals
Just want a quick look at how you're doing? Your welcome screen gives you a high-level overview of your account and goal status.
Track progress toward your goals
You'll know where you stand with your short and long-term goals, from funding your emergency savings to saving for retirement.
What does the padlock on my browser mean?
The small, locked padlock on your web browser (most likely near the address bar). This indicates TLS technology is used.
How does TLS work?
We keep your information safe through Transport Layer Security (TLS) technology. TLS scrambles the information you enter, such as your user ID and password, before it leaves your computer. This ensures that no one else can read your information as it travels across the Internet from your computer to ours.
Statements and quarterly reports
Statements provide information about your account balances, security positions and activity that occurred in your account. Quarterly reports summarize a variety of holdings and performance information if you hold an Advisory Solutions account.
Tax forms
Provide a detailed breakdown of income reported to the IRS (including cost basis information) and other supplemental information that may be useful in preparing your taxes. Includes forms 5498, 1099-R, 1099-Q and the Consolidated 1099 Tax Package, which combines the substitute IRS forms 1099-DIV, 1099-INT, 1099-MISC, 1099-OID and 1099-B.
Prospectuses
Provide important background information and required disclosures related to a stock, a mutual fund or another security. Links to prospectuses are often provided in conjunction with a trade confirmation.
Proxies and other shareholder materials
Issuers and mutual fund companies provide proxy notices and other shareholder materials, including annual/semiannual reports, to inform you about your investments and allow you to vote your proxy ballots.
Notices and account verifications
Notify you of changes or other important information related to your Edward Jones accounts or products and services associated with your accounts. This includes communications designed to protect the security of your accounts.
