Securely Share Your Edward Jones Tax Forms

Use Online Access

You can share your Edward Jones tax forms with your tax professional through Online Access. The process is secure, easy, fast and efficient. Log on to Online Access and follow the steps below:

  1. Select the tax form(s) to send to your tax professional from the Tax Forms section of the Documents tab in account access. You may choose this option with one or more tax documents or accounts.
  2. Click the "Send to Tax Preparer's button.
  3. Enter your tax professional’s email address.
  4. Agree to the terms and conditions.
  5. Select “Send Tax Forms” to share the documents with your tax professional.
  6. You will then receive an email confirming your selection.

Your tax preparer will be required to enter a password before viewing your documents.

Ask your financial advisor to share for you

Your Edward Jones financial advisor can send your tax forms to your tax professional even if you are not enrolled in Online Access. Contact your branch team to provide your tax professional's email address.

Tax professional access

When your tax professional receives the email granting access, he or she can access the forms by following these simple steps:

  1. Setting up a profile on the secure site.
  2. Selecting the link to download the tax forms.
  3. Entering a password in the appropriate field when prompted.

Start today

Take the time today to set up this convenient feature for both yourself and your tax professional.

Important Information:

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation. This content should not be depended upon for other than broadly informational purposes. Specific questions should be referred to a qualified tax professional.

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