Stay connected with Online Access

You have big plans for your future. Online Access can help by keeping you connected to your goals and the team helping you achieve them.

Goal tracking made easy

Whether you're planning for something down the road, like retirement, or as soon as your next vacation, an important part of achieving any goal is regularly checking in to see if you're on track.

Online Access makes that easy. You can easily see and track your goals, plus explore how different scenarios might impact them (desktop only – available soon on the app). You'll always know where you stand today, how much further you have to go and what it might take to get there.

Get connected with Online Access

An Edward Jones client is signing up for Online Access on her laptop.

Sign up

Getting access is easy and takes just a few minutes. Once you're in, we'll give you a quick tour to show you around.

Sign Up
A laptop on a desktop displaying one of the many Online Access features.

See inside

Preview what you can expect to see in Online Access. We'll break it down for you, section by section.

See Inside
A client signs into his Edward Jones account from his mobile phone.

Sign in

Already signed up? Sign in to see the current status of your accounts and how you're tracking toward your goals.

Sign In

Manage your accounts and so much more

With Online Access, you can safely and securely:

Signing up for Online Access also means less paper mail. With Online Access, most documents and communications are delivered electronically. So you can easily keep track of important paperwork online and keep your mailbox clutter-free.

Take Online Access with you wherever you go

Your goals are always within reach when you have the Edward Jones app. Stay connected to your financial advisor, the market and your Edward Jones accounts – anytime, anywhere.

Learn More
 A client reviews her portfolio on her mobile phone through the Edward Jones app while on the go.

Download it from your favorite app store.



Important information:

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