Continuing to serve you in a thoughtful way.

Throughout the challenges of recent months, we’ve continued to safely serve investors’ needs. We are thoughtfully evaluating our office openings and in-person appointments. Learn More

Digital Solutions to Fit Your Lifestyle

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No matter where you are (or what time it is), Edward Jones' digital solutions ensure you're always connected to your financial advisor.

Communicate on your terms

How you connect is up to you – we offer multiple choices when it comes to staying in touch with your Edward Jones team. Pick what works best for you, and if that changes, make adjustments in Online Access or just let your Edward Jones team know and they can help.

  • Web conferencing: Maximize your time and personally connect with your financial advisor - even when you're out of town - by meeting virtually.
  • Text Messaging: Communicate easier than ever via text. You also can use text messaging to set up security alerts and add an extra layer of security when logging into Online Access.

Track your progress toward your goals

Have the flexibility of accessing your goals and account information when you want, wherever you want with Online Access.

  • View and track goals you've set with your financial advisor, including retirement goals, education savings goals and more.
  • Connect accounts you hold outside of Edward Jones for a more complete view of your financial picture.
  • Securely communicate with your Edward Jones team using secure messages or text.
  • Use our mobile app to access your goals and account information when you're on the go.
  • View, save or print electronic account documents and communications.

Easily manage and transfer money

You have many options when it comes to managing your financial life – from paying bills to moving money in and out of your Edward Jones accounts.

Stay informed

If you're an avid follower of the markets, be sure to visit our Market News and Guidance section. There you'll find the daily market recap, week in review, market perspective commentary, quarterly market updates and more. You can even build your own stock watch list to keep up on specific investments you own or follow.

If you're looking for more guidance on financial topics and "how-tos" be sure to follow us on Twitter, Facebook or LinkedIn so that this content will show up in your feed. Or if video is your medium of choice, find both market-related news and financial content on our YouTube channel.

Built to deliver choices

We understand each investor has different preferences when it comes to how they want to interact with their financial advisor, in person and online. And as a firm, we're built to deliver those choices.

More Resources:

Electronic Funds Transfers

Spend less time managing your money and more time enjoying it by transferring your funds electronically.

Enjoy the Convenience and Security of E-Signature

When you can't make it to the office to sign a document, Edward Jones offers these time-saving conveniences with e-signature.

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    Convenient Account Features

    From online bill pay to electronic funds transfer, we have the tools to make managing your expenses easy.

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