Making Your Money Easier to Manage

Regardless of your investing experience or the financial goals you hope to achieve, effectively managing day-to-day expenses is a need all investors face. Because we know you have other important priorities, Edward Jones offers simple and secure solutions for staying in control and ensuring that your money is always at work for you.

Here's how:

Manage the Cash Coming In

• Direct Deposit – A safe and secure way to have your paycheck, Social Security checks or other payments deposited electronically into your Edward Jones account(s).
• Electronic Funds Transfer (EFT) – Automatically transfer funds from another bank or financial institution for recurring deposits into your Edward Jones account(s).
• Wire Transfer – A convenient way to electronically transfer funds same day into your Edward Jones account from another financial institution, such as a bank, credit union or brokerage firm.
• Depositing a Check – Checks for deposit into your Edward Jones account(s) can always be brought or mailed to your local Edward Jones branch office.
• Online Banking – If you prefer the convenience of banking and paying bills online, you'll also appreciate the ease of making a deposit into your Edward Jones account(s) using your existing bill pay service. Simply choose Edward Jones as payee. 

Manage the Cash Going Out

• Check writing - Write checks for any expenses, large or small and track expenses with coding options that are reported back to you on your Edward Jones account statements.
  
• Direct Payment - Rather than writing checks for monthly payments or donations, you can authorize a company to electronically collect the payment from your Edward Jones account
  
• Edward Jones Visa Debit Card with no annual fee – Purchases are deducted directly from your Edward Jones account with detailed transaction activity included on your Edward Jones account statement and on online account access.
  
• Online Bill Payment – Review, receive, schedule and pay bills online using funds from your Edward Jones account. Transactions are secure and protected by state-or-the-art encryption technology.
  
• Wire Transfer – Electronically transfer funds electronically from your Edward Jones account to another financial institution. There is a $15 fee for this service.
  
• Electronic Funds Transfer (EFT) – Automatically transfer funds from your Edward Jones account(s) to another bank or financial institution for recurring disbursements out of your Edward Jones account(s).