Everyday Cash Management

At Edward Jones, we know that at every age and stage of your life, your financial needs are uniquely your own. We also recognize that your financial health goes beyond just long-term investments and savings. Wisely handling everyday finances can also play a role in achieving your long-term goals, and we can help with that too.

Why turn to Edward Jones for all your cash management needs?
Your financial needs go beyond stocks and bonds - Did you know that Edward Jones offers services for simplifying your finances and every day spending? Learn how we can help you.

Making Your Money Easier to Manage
Handling day-to-day expenses is simplified when you have greater control and access to your cash.

Premium Interest Account
Choosing the account that's right for you can really make the difference when it comes to achieving your goals.

Edward Jones Personal Line of Credit*
Borrowing against your investments is an easy and confidential way to get the funds you need today while staying invested for tomorrow.

Edward Jones Mortgage Referral Program**
Home financing solutions that are right for you, whether refinancing, upsizing, downsizing, purchasing a vacation home or helping a loved one purchase a first home.

WorldPoints MasterCard
Your everyday spending is an important part of your overall financial picture. Our credit card rewards Edward Jones clients for their purchases.

*Our Personal Line of Credit is a margin account. Borrowing against securities has its risks and is not appropriate for everyone. If the value of your collateral declines, you may be required to deposit cash or additional securities, or the securities in your account may be sold to meet the margin call. Interest will begin to accrue from the date of the loan and be charged to the account. Available only on certain types of accounts.

** Note: The Edward Jones Mortgage Referral Program is not currently available in Quebec. In consideration of the efforts in making you aware of M.R.S. Trust Company's mortgage products and services leading to a successful mortgage, your financial advisor's sponsoring Dealer may receive a one-time compensation of up to $300 directly from M.R.S. Trust Company.

Information is accurate as of date of printing and is subject to change without notice.