Saving, Spending & Borrowing Solutions

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 Your Saving, Spending & Borrowing 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.

Credit & Debit Cards
Your everyday spending is an important part of your overall financial picture. Our credit card rewards Edward Jones clients for their purchases.

Money Market Fund

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

Mortgages**
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.

Home Equity Loans and Lines of Credit**
Tapping into your home's equity can be an important tool for maintaining control of your finances or fulfilling any long-term needs and can even be set up over the phone.

*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.

**Financing is provided by Edward Jones Mortgage, LLC, an affiliate of Edward Jones. Edward Jones Mortgage, LLC is licensed by the New Hampshire Banking Department. Edward Jones Mortgage, LLC may not be available in your area. Equal Housing Lender. ©2007 Edward Jones Mortgage, LLC. All Rights Reserved.