Continuing to serve you in a thoughtful way.

Throughout the challenges of recent months, we’ve continued to safely serve investors’ needs. We are thoughtfully evaluating our office openings and in-person appointments. Learn More

Owner K® and Pooled Plans

View, print or save the most recent version of the complete Owner K®1 and Pooled Plans2 Agreement:

Related disclosures we provide when you open an Owner K® or Pooled Plan account:

Important Information:

1If your Owner K® account is also governed by the Edward Jones Select Retirement AccountTM Client Services Agreement, you can view it here: Select Retirement Account Client Services Agreement.

2Pooled Plans in a transaction-based account opened before June 9, 2017 are governed by a separate Edward Jones Retirement Account Agreement, which can be viewed here: Edward Jones Retirement Account Agreement.

Find a Financial Advisor

Find a Financial Advisor

Select a State and then enter a last name