Online Account Access Features

For all your financial needs, your Edward Jones financial advisor is just around the corner. And for around-the-clock access to your Edward Jones account, there's Account Access the - online financial resource exclusively for Edward Jones clients.

With Edward Jones Account Access, you can:

  • View your Edward Jones accounts online
  • View all householded accounts (account statements mailed to you in the same envelope)
  • View current holdings
  • View recent account activity
  • View amount invested and gain/loss information
  • Create watch lists for stocks you want to follow
  • Sign up for e-delivery
  • Transfer funds online with ACH on Demand
  • Pay bills online*
  • Search Edward Jones research opinions by company name, industry, suitability, or opinion rating
  • Access the Edward Jones Stock Focus List
  • Access your Edward Jones credit card, mortgage, home equity loan, and line of credit
  • Access historical account statements, trade confirmations and tax forms
  • Access headline news and company news
  • Read the Edward Jones daily market commentary
  • Download your Edward Jones tax forms to Excel® and CSV formats
  • Import your tax data to Turbo Tax®, H&R Block At HomeTM and e-Organizer
  • Securely share financial documents and messages with your financial advisor

Take a tour of our online account access pages or enroll now! 

* To use Online Bill Payment, you must have an Edward Jones account (single, joint, living trust, testamentary or sole proprietorship) with a money market fund or Insured Bank Deposit program. You can make unlimited payments for $4.95 per month. Certain accounts may qualify for a waiver of this fee. Ask your financial advisor for more information. 

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