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Edward Jones Select Account

Transactional (Brokerage) Account

If you prefer a hands-on decision-making approach, an Edward Jones Select Account lets you take that role when building and managing your portfolio. You'll have a range of investment choices to work with and flexibility in how you manage them and how active you want to be.

How we build your portfolio together

We'll provide the framework. You decide how you want to use it. Your financial advisor will work with you to provide guidance you can use to help build your portfolio based on your goals, comfort with risk and time horizon. How you choose to implement this guidance with your financial advisor is up to you – you make the decision on buys and sells.

Flexible investment choices

In an Edward Jones Select Account, you can build your portfolio with a range of investment choices that includes stocks, bonds, CDs, mutual funds, exchange-traded funds (ETFs) and annuities. There is no minimum investment for a Select Account; however, some investments in Select Accounts require minimum purchase amounts.*

At Edward Jones, we are very selective about the types of investments we make available for purchase in your account. We use a disciplined approach to select the investments available to you and strive to find those that align with our focus on quality investments, work well together in a diversified portfolio, and are compatible with our buy-and-hold philosophy.* Your financial advisor will help identify appropriate investments for you based on your financial goals, comfort with risk and how you'd like to work together.

Staying on track

An important step in reaching your goals is ensuring your investments stay aligned to your goals and comfort with risk. You can work with your financial advisor to review your account and determine when and how you will rebalance or make changes in order to keep your portfolio on track. Additionally, Online Access and regular statements can help you stay as involved and informed as you'd like to be.

How you'll pay for services

You pay a commission when you buy and sell certain investments. Some investments, such as mutual funds, may also have internal on-going expenses in addition to a sales charge. With no minimum amount required to open an account, it's easy for you to get started. Your financial advisor will clearly explain all costs associated with any transaction or service.

For additional details regarding costs, fees and expenses associated with an Edwards Jones Select Account, please see Important Information About Our Brokerage Services.

Is this account right for you?

Contact a financial advisor.

Important Information:

*Certain brokerage accounts may not be part of the Select Account program. These accounts include some non-ERISA retirement plans, ERISA retirement plans, Flex Fund accounts and pooled employer retirement plans. Please contact your financial advisor for additional information. Purchases of annuities in a Select Account may require at least a $10,000 minimum.

Investments always carry risks and there are no guarantees when investing.

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