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In the interest of the health and well-being of the communities we serve, our branch offices are not meeting in person with new and existing clients at this time. We will continue to serve you through several virtual options. 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.

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