Helpful videos for the Edward Jones App

Signing up for Online Access is as convenient and easy as downloading our mobile app. Watch this video for a detailed guide through the process to learn just how simple it is.

Transcript for the Help signing up for Online Access in our mobile app video

Signing up for Online Access is easy and helps us connect more online. If you received an invite from your Edward Jones team, tap the link in your email to begin sign up. Otherwise, download the Edward Jones app and tap "Sign Up" to get started. Start by verifying your identity with your account number, date of birth, and the last four digits of your Social Security number. Create a user ID and password. You'll need to follow the security guidelines when creating them. You'll now need to verify your email. If your email address is on file, confirm it's correct, and tap "Next." If it's not, enter your email to receive a verification link. Check your email, and tap the link to verify. Don't see the email? Check your junk or spam folder. Selecting the link in the email takes you back to the app sign up screen. Carefully read the terms and conditions. Tap, "I have read and agreed to the terms," to continue. Select your security preference by signing up for text messaging or setting up security questions. If you sign up for text messaging, enter your mobile number and accept the terms and conditions to receive a security code. Once you receive your one-time use code, enter it to finish the signup process. If you prefer to set up security questions, select and answer three, then tap "Complete Enrollment." Use your new credentials to log in to your account. Once logged in, you'll be led through a quick tour that will show you how to use the Edward Jones app. Exit the tour to view a snapshot of your accounts. Still having issues? Contact your Edward Jones team.

No need to worry if you've forgotten your password — we've all been there! Follow these quick and easy steps to reset your mobile app password and help keep your account secure.

Transcript for the Help resetting your password in our mobile app video

If you forget your password, follow these simple steps to reset access to your account. Open the Edward Jones app and tap "Forgot user ID or password." When prompted, tap "Reset your password." Enter your user ID, date of birth and the last four digits of your Social Security number. Then tap "Continue." Select a delivery method for your authentication code, either text message, phone call or email. When you receive your six-digit code, enter it into the authentication code field and tap "Log In." Follow the instructions to create your new password. Still having issues? Contact your Edward Jones team.

Have you lost or forgotten your user ID? It happens to us all, and we've got you covered! Watch this video that walks you through the simple process of recovering your user ID in our mobile app.

Transcript for the Help finding your user ID in our mobile app video

Should you forget your user ID, recovering it is simple. Open the Edward Jones app and tap "Forgot user ID or password." When prompted, tap "Find your user ID." Enter your date of birth, the last four digits of your Social Security number, and the email address associated with Online Access. Then, tap "Continue." Your user ID will then be emailed to you. Still having issues? Contact your Edward Jones team.

We use two-step authentication to help secure your mobile app account. Learn how to easily navigate the authentication process by watching this video.

Transcript for the Help navigating two-step authentication in our mobile app video

To keep your account secure, we require two step authentication. We will send you a code at login to verify your identity. Log in to the Edward Jones app with your user ID and password. To receive your security code by text, tap "Text me a code." Codes are also available by phone call or email. If you're already signed up for text messaging, we'll text a code to the verified mobile number we have on file. To register a number, select the phone number you would like to use to receive texts, then read and accept the terms and conditions. Once you receive a text with your security code, simply enter it to continue. Choose whether you'd like to remember your device and tap "Log in." Still having issues? Contact your Edward Jones team.

We know how important it is to get an overall picture of your accounts, and our mobile app makes that easy to do from just about anywhere. Watch this video to learn how you can quickly view and manage your accounts in our app.

Transcript for the Help navigating Accounts overview in our mobile app video

You can view and manage your accounts from the Account section of the Edward Jones app. Each time you log into the app, you'll see an overview of your accounts on the snapshot page. This is also where you can view your account values over time. To go to your accounts, tap Accounts in the bottom menu. At the top of the screen, you will see your total account value, which includes outside accounts you shared with us and your Edward Jones account value. Below, you can view your recent activity across your accounts. Tap the individual account you'd like to view. You will see a chart of that account's performance. Scroll down to see your holdings and activity. To manage the account, tap the three dots in the corner of the screen to either deposit checks, transfer funds or view documents. Having any issues? Contact your Edward Jones team.

We understand how important it is to quickly view all your accounts in one convenient place. Watch this video for clear instructions on how to connect accounts you hold outside Edward Jones from within our mobile app.

Transcript for the Help using the Connect Account feature in our mobile app video

Connecting accounts you hold outside of Edward Jones in Online Access is an easy and secure way to give you and your financial advisor a more complete view of your financial well-being. Before you get started, you'll need the login information for your outside accounts. Once you've gathered your information, log in to the Edward Jones app, go to the Accounts section, scroll to the bottom and tap Connect Account. Select a suggested site or use the search bar to enter a financial institution. When prompted, enter your user ID and password for that account. Edward Jones does not have access to client user ID and password information for outside accounts. To connect your account, tap Submit. After a few moments, your outside account will appear in the Accounts section of Online Access. Connect additional accounts at any time. Having any issues? Contact your Edward Jones team.