Account Services and Tools

We know you're busy. That's why we're doing all we can to make it easy for you to manage your finances. Whether you're a novice or an experienced investor, or just enjoy tracking your progress, we've made it possible for you to decide how and when you get your information.

At Edward Jones, it's all about service
We believe that investing is all about planning. Whether your goals are short, long or a combination of both, we can help. To learn more about our complimentary services, visit the following:

Personal Financial Organizer
From your most basic to your long-term goals, the Personal Financial Organizer is a great way to prioritize and monitor your progress.

Portfolio Analysis
We wouldn't talk about diversification of your assets so much if it wasn't such an important part of helping you achieve your goals. Schedule a review every year to ensure that it is balanced and on target with your goals.

Systematic Investing**
Consistency is an important part of long-term investing. Now you can contribute a consistent amount each month to stay on track with your savings goals.

Direct Deposit
The confidence that comes with knowing your money is safely deposited in your Edward Jones account right when it's supposed to be is invaluable. Why waste time depositing your cheque yourself? Learn about our safe, confidential direct deposit option.

Pre-Authorized Transaction
We have several ways to help you manage your accounts automatically. See which option will work for you.

**A systematic investment plan does not assure a profit and does not protect against loss in a declining markets. Such a plan involves continuous investment in securities regardless of fluctuating price levels of such securities; the investor should consider the financial ability to continue the purchases through periods of low price levels.