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
To determine your eligibility for any fee waivers and discounts, your account may be grouped with your other accounts or those of people related to or close to you who meet the criteria below that are held in the same Edward Jones branch into what we refer to as a Pricing Group. Each account can only be in one Pricing Group, and we will disclose to you the accounts making up your Pricing Group upon request. Other members of the Pricing Group will receive the same disclosure upon request. Your Pricing Group is based on the following criteria:
Additionally, accounts that do not meet the above criteria with your account, but which meet the above criteria with another person’s account in your Pricing Group, will be added to your Pricing Group.
Please contact your financial advisor if you have questions about your Pricing Group.