Continuing to serve you in a thoughtful way.

Throughout the challenges of recent months, we’ve continued to safely serve investors’ needs. We are thoughtfully evaluating our office openings and in-person appointments. Learn More

Receive Documents Electronically with Online Access

Tired of paperwork piling up? When you sign up for Online Access, you'll receive important account documents electronically. When new documents are ready, we'll email to let you know. Then, simply log in to Online Access and go to the Documents section to view, save or print them at any time.

If you don't already have Online Access, sign up now.

What's available electronically?

  • Statements
  • Tax forms
  • Trade confirmations and prospectuses
  • Proxies*
  • Shareholder materials*
  • Notices and account verifications

Learn more about electronic document delivery and Online Access.

Is my information secure?

The security of your personal information is not something we take lightly. We will never send your account documents by email. Instead, you'll be notified when you can view your documents in Online Access. You will avoid paper mail getting in the wrong hands or important information being lost in a fire, flood or other natural disaster.

Online Access also uses two-step authentication to help protect your account information. When you log in, you'll confirm your identity using a unique code sent to you by email, text message or phone call.

Plus, our Information Security department monitors our systems 24/7 for unusual or suspicious behavior, and we protect our systems using extensive anti-virus anti-malware, defensive firewall barriers, intrusion prevention and detection, digital forensics and investigative tools.

How to get started

To start receiving documents electronically, sign up for Online Access now. Or ask your financial advisor for more information.

Important Information:

*Not all industry shareholder documents are available electronically.

More Resources:

Electronic Funds Transfers

Spend less time managing your money and more time enjoying it by transferring your funds electronically.

Text Messaging

Enroll in texting to communicate with your financial advisor's office and access additional account security features.

Digital Solutions to Fit Your Lifestyle

Personalized service and advanced technology aren't mutually exclusive.

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    Let’s Keep in Touch

    The Edward Jones app is great for managing your accounts and connecting with your financial advisor on the go. And it now features touch ID for even more convenience. To get started, download from the App Store or Google Play.

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    View and Track Your Goals on the Go

    Sign up for Online Access to stay connected to your accounts and Edward Jones team.

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