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Choosing Your Account Options

Choosing your account options

Everyone has unique financial goals and Edward Jones offers many different ways to help you achieve them. From hands-on accounts to accounts that delegate much of the decision making, we'll help you find the approach that works best for you.

Important Information:

Many of the investments available through Edward Jones are offered by prospectus. You should consider the investment objectives, risks and charges and expenses carefully before investing. The prospectus contains this and other important information. Your Edward Jones financial advisor can provide a prospectus, which you should read carefully before investing.

Edward Jones is a dually registered broker-dealer and investment adviser. Edward Jones Advisory Solutions® is an asset allocation program that provides investment advisory services. Depending on a client’s minimum investment, a client can select Fund Models, which invest in affiliated mutual funds (if available), unaffiliated mutual funds and exchange-traded funds (ETFs), or UMA Models, which also include separately managed allocations (SMAs). Please note that Benefit Plan accounts (as defined in the Client Agreement and Brochure) participating in Advisory Solutions Fund Models prior to June 1, 2018, do not pay the Portfolio Strategy Fee. Please review the applicable Edward Jones Advisory Solutions Brochure for more information.

Edward Jones Guided Solutions® is a client-directed advisory program designed to provide the client with ongoing investment advice, guidance and services for an asset-based fee. Depending on a client’s minimum investment, a client can select a Guided Solutions Fund Account, which permits investment in eligible mutual funds and exchange-traded funds (ETFs), or a Guided Solutions Flex Account, which also permits investment in eligible stocks and, for accounts of $50,000 or more, individual bonds and CDs. Within the Guided Solutions Fund Account, SEP, SIMPLE, Owner K® and certain other accounts can be established with an initial investment amount of less than $5,000 and are not subject to an account minimum. Until these accounts reach $5,000, they can only invest in up to seven mutual funds and are not eligible to invest in or hold ETFs. Please review the applicable Edward Jones Guided Solutions® Brochure for more information.

Brokerage accounts may include some non-ERISA retirement plans and pooled employer retirement plans. Please contact your financial advisor for additional information.

The Edward Jones Select Retirement Account is not available for pooled employer retirement plans. Contact your financial advisor to determine whether your retirement account is eligible. For purposes of determining the Edward Jones Select Retirement Account minimums, individual retirement assets are calculated as the total amount in retirement assets one person holds in an Edward Jones relationship. A relationship refers to your accounts that have been grouped together based on a shared goal for planning purposes. Purchases of annuities in the Edward Jones Select Retirement Account require at least a $10,000 minimum.

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