Online Access and account features
Put the power of our tools and technology behind your goals.
We believe strong technology is essential for strengthening our relationship with you. With our technology solutions, you have easy access to the team supporting you and can stay connected to your goals in the ways most convenient for you.
Online Access
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.
Web conferencing
Use web conferencing to meet face to face with your financial advisor from your computer, tablet or phone.
Text messaging
Text with your financial advisor and receive appointment reminders and account alerts.
Electronic funds transfers
Transfer money between your Edward Jones accounts and accounts at other financial institutions.
E-signature
Sign your documents anywhere, anytime with e-signature.
Trade authorization
Give someone the authority to make certain decisions on your behalf using trade authorization.
Transfer on death
Avoid delays and potential probate costs by signing this Transfer on Death agreement.
Financial Foundation
Partner with your financial advisor to document and track your progress toward your financial goals with our exclusive Financial Foundation tool.
Quicken
Keep track of all your finances, including your Edward Jones investments, with this software.