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

Snapshot

Snapshot is your homepage. The menu bars across the top and bottom appear on every page in the site, making it easy to get around.

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

Snapshot gives you a quick overview, displaying:

  • Your accounts and their current values
  • A list of goals you have established with your financial advisor
  • Other products you hold, such as insurance, loans and credit cards
  • Recent activity
  • Your team's names
  • A "new message" button, enabling you to quickly send a secure message to your team
  • Market News and Guidance from Edward Jones
  • The latest values of the Dow Jones Industrial Average, S&P 500 and Nasdaq indexes