If you enjoy making decisions about your investments, but like having guidance from your financial advisor and tools to keep you on track, Guided Solutions may be the choice for you.
Guided Solutions Flex Account provides an extensive list of investments that could include stocks, exchange-traded funds (ETFs), mutual funds, certificates of deposits (CDs) and individual bonds.
With Guided Solutions Fund Account, you can choose from an extensive list of mutual funds and ETFs. You'll also have built-in technology that monitors your account and automatically rebalances it to help keep your investments on track.
The guidance developed by Edward Jones' investing professionals serves as the foundation for both Guided Solutions options.
Select an account option to learn more:
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, CDs and bonds in accounts of $50,000 or more. 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.