Whether you're nearing retirement or already living it, you’ll need income to cover everyday expenses as well as unexpected costs. If you have multiple income sources – such as paychecks, annuities, retirement accounts or Social Security – it can be difficult and time-consuming to keep track of it all.
The Edward Jones Income Manager® account can help you:
Our Income Manager also helps keep your everyday spending money organized and separate from your long-term investments. The Income Manager account only holds cash – not investments like stocks, bonds or mutual funds. So you can use the money within Income Manager toward everyday expenses while your long-term investments continue to work for you.
If your Household Assets Under Care with Edward Jones are at least $250,000 and you have an Income Manager account, you may qualify for fee waivers on the following services within your Income Manager account:
Talk to your financial advisor for details.
1FDIC coverage is available through the Insured Bank Deposit program. Up to $3 million of coverage is available for joint accounts of two or more people. For more information, including the program disclosure document, go to www.edwardjones.com/bankdeposit. For more information on FDIC insurance, go to www.fdic.gov.
2Online bill payment service is $4.95 per billing cycle. If the eligible assets in your Pricing Group with Edward Jones are $250,000 or greater, you may qualify for a waiver of this fee. See the definition of Pricing Group or ask your financial advisor for more details. Online bill pay fees are waived for Texas residents.
3Overdraft coverage requires that an eligible Edward Jones brokerage account with an available Personal Line of Credit or an Edward Jones Flex Funds® account with an available balance be linked to your Edward Jones Income Manager® account. The Personal Line of Credit for overdraft coverage is a margin account. Borrowing against securities has its risks and is not appropriate for everyone.