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

Documents

Here you can view your statement and any document Edward Jones sends, as well as documents your team sends you to sign electronically. When you have a new document to sign, a blue dot will appear next to "Documents" in the navigation bar, and a list of documents will appear at the top of this page under E-signature.

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

On the Documents tab, you can easily view, save and print:

  • Statements
  • Quarterly performance reports for Advisory Solutions accounts
  • Account verifications and other notices from the firm
  • Trade confirmations and prospectuses
  • Tax forms. You can even share forms electronically with your tax preparer.

Signed Documents houses any documents you've signed electronically in the past 12 months.

From My Team contains reports and documents your branch team posts to Online Access.

Proxies & Other Shareholder Materials lets you easily access information from websites of the stocks, bonds and mutual funds you own.

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