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:
Your tax preparer will be required to obtain and enter a unique PIN code on the secure site before viewing your documents.
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.
When your tax professional receives the email granting access, he or she can access the forms by following these simple steps:
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.
Learn more about our continuing education programs, publications and comprehensive services we offer to help you serve your clients.Learn more