Your Edward Jones IRA

Holding your IRA here at Edward Jones means convenience and first-class service.

Holding your IRA here at Edward Jones means convenience and first-class service.

First-class service

When it comes to saving for retirement, you have lots of options: traditional IRAs, Roth IRAs, 401(k)s, etc. But did you know that where your IRA is held matters too? Consider the benefits and features of holding your IRA at Edward Jones.

First, your Edward Jones financial advisor will discuss your:

  • Individual retirement goals
  • Risk tolerance
  • Time horizon

Then, based on that information, your financial advisor will talk about your various investment options and meet regularly with you to help keep you on track.


In today's fast-paced world, convenience is key – especially when it comes to saving for retirement. With an Edward Jones IRA, you can:

  • Automate your contributions
  • Set up direct deposit from any other account – even if it's held at another financial institution
  • Reinvest dividends into your IRA
  • View required minimum distributions (RMDs) on your monthly statement
  • Simplify record keeping

Understanding IRA account fees

Edward Jones charges a $40 IRA fee per year per person. For each additional IRA you hold at Edward Jones, we discount the fee to $20. Other fees may apply. For more information, talk to your financial advisor about our schedule of fees.

How we can help

To open an IRA at Edward Jones, contact your local financial advisor.

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