Web Conferencing with Your Financial Advisor

When an in-person meeting with your financial advisor isn't an option, you can still meet face to face. Edward Jones utilizes web conferencing so that people in different locations can collaborate in an interactive environment.

You can maximize your time and personally connect with your financial advisor using the following devices:

  • Computer
  • Tablet
  • Mobile phone

You will still receive the personalized service and attention you expect from Edward Jones while catching up on your financial progress and viewing personalized reports through the web conference.

Getting set up with web conferencing is easier than you may think. Edward Jones uses WebEx® as its web conferencing tool, and step-by-step instructions are provided below.

Download WebEx Instructions for:

PC

Mac

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