Microsoft Money ®

What do I need to begin downloading my Edward Jones accounts into Money®?

You need an Account Access User ID and Password and your most recent Edward Jones account statement.

Are there instructions for getting started with Microsoft Money®?
Yes, you may download a detailed guide to help you set up your Edward Jones accounts in Money®:

Getting Started with Money® 2005-2007 (pdf)
Getting Started with Money Plus 2008 (pdf)

What is Microsoft Money®?

Money® is a personal financial management software program. You can manage of all of your funds, including investments, bank accounts and credit cards.

What versions of Money® are compatible with Edward Jones accounts?

The current product year, as well as the two prior product years, of any version that allows the download of investment information is supported.

Does Edward Jones sell or provide Money®?

No. Edward Jones provides all clients with free access to Account Access, an online program that manages all Edward Jones investments. In order to import your Edward Jones holdings into Money® you must purchase the software from a retailer or through Microsoft's Web site: www.microsoft.com

What User ID and Password should I use?

When you have Money® installed, you will need an Account Access User ID and Password in order to connect to your Edward Jones investments and download your account information into Money®. If you are not enrolled in Account Access, you may do so by visiting www.edwardjones.com/accountlink

Do I have to be enrolled in Account Access?

Yes, you must enrolled in Account Access in order for Money® to access your Edward Jones accounts.

Why does my cash account show a zero balance in Money®?

When viewing your accounts within Money®, cash and money market data are presented separately. Available money market funds will be reflected in the value of the money market, not in the cash balance.

Who can I contact for assistance?

For questions regarding how to use the Money® software, please visit Microsoft's Web site at www.microsoft.com.

For assistance with Edward Jones Online Account Access contact Account Access Customer Support at 1-800-441-5203.

Which Edward Jones accounts should I be able to see in Money®?

All accounts held at Edward Jones may be viewed in Money®. Investments that are not held at the firm, such as funds, insurance and annuities, will not be accessible in Money®.

How much transaction history will I see?

The first time you download, you will see up to 45 days of account history. Thereafter, you'll continue to download transactions that occurred since the last time you logged on. You should download your transactions at least once every 45 days. If the last time you logged in is more than 45 days ago, you can refer to your paper statements and enter the missing transaction information manually.

Is there a fee for downloading my Edward Jones account information into Money®?

No, all you need is an Account Access ID and Password and it is free to enroll in Account Access.