If your Edward Jones branch office is temporarily closed due to the wildfires in California and you need assistance, please call our Client Relations department at 1-800-511-5768 (Monday-Friday, 7 a.m. – 7 p.m. CT) or view additional contact options.
View, print or save the most recent account documents for each investment advisory program below. Not sure which investment advisory program you have? Check with your financial advisor.
Agreements, brochures and fee schedules:
All accounts that participate in an investment advisory program also have an account-level agreement. The Edward Jones Trust Company acts as the custodian for certain Individual Retirement Accounts. For these IRA Custodial Agreements see:
For all other account-level agreements see:
For additional information regarding the trading practices of discretionary third-party managers participating in our Wrap Fee Programs, please see below: