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 account access and follow the steps below:
Your tax preparer will be required to enter a password before viewing your documents.
Available in February, your Edward Jones financial advisor will be able to send your tax forms even if you are not enrolled in Online Access. Contact your financial advisor 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.
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