Securely Share Your Edward Jones Tax Forms

Use Online Access

You can share your Edward Jones tax forms with your tax professional through Online Account Access. The process is secure, easy, fast and efficient. Log on to account 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. Enter your tax professional’s email address. 
  3. Agree to the terms and conditions. 
  4. Select “Send Tax Forms” to share the documents with your tax professional. 
  5. You will then receive an email confirming your selection.

Tax professional access

When your tax professional receives the email granting access, he or she can access the forms with two simple steps:

  1. Set up a profile on the secure site. 
  2. Select the link to download the tax forms for viewing.

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.

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