Hurricanes Harvey and Irma

If your Edward Jones branch office is temporarily closed due to Hurricane Harvey or Irma and you need assistance, please call our Client Relations department at 1-800-511-5768 (Monday-Friday, 7 a.m. – 7 p.m. CT) or view additional contact options.

Edward Jones Guided Solutions Flex Account

If you're the type of investor who likes making the decisions on your account, with our Guided Solutions Flex Account you have the final say on all buys and sells. Working within guidelines provided by Edward Jones, you'll have the flexibility to manage your portfolio the way you'd like, with extensive investment choices, sophisticated monitoring that notifies you when your account needs review and the option to rebalance whenever you'd like.

How we build your portfolio together

It's important for us to understand your goals, comfort with risk and the length of time you have to reach your goals. We'll meet with you to discuss this and then work with you to select the portfolio objective that's right for your situation. Using your portfolio objective as a framework, you'll then work closely with your financial advisor to build your portfolio to ensure it aligns to those goals and objectives, and Edward Jones' guidance. The final decision on all buys and sells is yours.

Flexible investment choices

You'll have access to a wide range of eligible investment choices as you build your portfolio, including stocks, ETFs and mutual funds. Individual bonds and CDs are also available for accounts with $50,000 or more. The initial investment minimum amount to open an account is just $25,000.

Staying on track

You and your financial advisor won't be the only ones monitoring your portfolio. Advanced technology working behind the scenes will help you stay on track to meet your goals. If your portfolio moves outside of the range set by your goals, you'll receive an alert and then you must work together with your financial advisor to make adjustments.

How you'll pay for services

The Guided Solutions Flex Account Program Fee starts at 1.35% and does not include internal expenses of the investments you own. It covers your financial advisor's services, all trades and rebalancing, the benefit of our diversification guidance and more. Your Program Fee may be lower depending on the value of your assets in the program. Paying an ongoing fee can make expenses more predictable but can be more expensive over time.

Your account is subject to a minimum monthly fee, which could make the Program Fee higher than 1.35%.

For additional details regarding fees and expenses associated with Edwards Jones Guided Solutions, please see the Brochure and Fee Schedule.

Is this account right for you?

Contact a financial advisor.

Important 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. Please review the applicable Edward Jones Guided Solutions Brochure for more information.

Many of the investments available in Guided Solutions 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.

Find a Financial Advisor

Find a Financial Advisor

Select a State and then enter a last name