Continuing to serve you in a thoughtful way.

Throughout the challenges of recent months, we’ve continued to safely serve investors’ needs. As we gradually reopen our offices to in-person appointments, our approach will be thoughtful and individualized to each location. Learn More

Tropical Storm Isaias

If your Edward Jones branch is temporarily closed due to Tropical Storm Isaias and you need assistance, please call Client Relations at 1-800-511-5768 (Monday – Friday, 7 a.m. – 7 p.m. CT).

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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