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

Accounts

Accounts is where you can dig deeper into your individual accounts and connect outside accounts.

At the top you'll see Total Value and Edward Jones Value, enabling you to easily see what you have at Edward Jones plus any accounts you've connected from other firms. Connecting outside accounts is as easy as clicking the blue "Connect Accounts" button.

Account Actions is where you can view documents, see loans and credit, and pay bills.

Overview and Activity are the two main subsections of Accounts.

The Snapshot page of the Edward Jones Online Access web application.
(Click to enlarge)

The Overview tab shows your list of accounts with a bit more detail. Clicking an Edward Jones account provides even more detail.

Performance tab – See how your account has performed over time, with current and historical values, contributions, withdrawals, income, fees and returns. Hover over the graph to understand key factors that influence account values, or select 90 days, 1 year, 5 years or a custom time period to dig even deeper.

The Performance tab on the Accounts page of the Edward Jones Online Access web application.
(Click to enlarge)

Holdings – See how your account is allocated among different investment types, and view details about each investment in the account.

The Holdings tab on the Accounts page of the Edward Jones Online Access web application.
(Click to enlarge)

Activity – View recent activity within the account. You can search within the list and adjust the time period.

The Holdings tab on the Accounts page of the Edward Jones Online Access web application.
(Click to enlarge)