Stay connected with Online Access
You have big plans for your future. Online Access can help by keeping you connected to your goals and the team helping you achieve them.
Goal tracking made easy
Whether you're planning for something down the road, like retirement, or as soon as your next vacation, an important part of achieving any goal is regularly checking in to see if you're on track.
Online Access makes that easy. You can easily see and track your goals, plus explore how different scenarios might impact them (web only – available soon on the app). You'll always know where you stand today, how much further you have to go and what it might take to get there.
Video transcript
[MUSIC PLAYING]
Announcer:
Achieving a goal takes more than writing it down. There's planning, adjustments and, sometimes, unexpected opportunities.
At Edward Jones, we know there are a lot of steps on the journey to get to you from where you are to where you want to be. That's why our Online Access and mobile app give you more than easy access to your account information today.
We've included features to help you think about tomorrow. You can safely and securely track your progress toward achieving your goals, and explore changes or new goals you want to discuss, connect accounts you hold outside of Edward Jones to see a more complete view of your financial picture, securely communicate with your Edward Jones team, view important documents, and electronically sign documents on your terms, transfer funds and pay bills online.
Online Access and our mobile app give you the flexibility to explore, plan, and prepare for conversations with your financial advisor along each step of your journey. Not enrolled in Online Access? You can get started today. Download our mobile app, available in the Apple App Store and Google Play store, or visit EdwardJones.com/access.
Get connected with Online Access
Sign up
Getting access is easy and takes just a few minutes. Once you're in, we'll give you a quick tour to show you around.
Sign Up
See inside
Preview what you can expect to see in Online Access. We'll break it down for you, section by section.
See Inside
Sign in
Already signed up? Sign in to see the current status of your accounts and how you're tracking toward your goals.
Sign InManage your accounts and so much more
With Online Access, you can safely and securely:
- See a snapshot of your current financial situation and progress
- View your account holdings, performance, activity and more
- Track progress toward your goals and explore what-if scenarios you can share with your team (web only – available soon on the app)
- Message and share documents with your Edward Jones team
- View and sign documents related to your Edward Jones accounts
- Connect accounts to view balances held outside of Edward Jones
- Manage your money with the ability to transfer funds, pay bills (web only) and deposit checks (app only)
Signing up for Online Access also means less paper mail. With Online Access, most of your documents and communications are delivered electronically. So, you can easily keep track of important paperwork online and have less paper clutter.
Take Online Access with you wherever you go
Your goals are always within reach when you have the Edward Jones app. Stay connected to your financial advisor, the market and your Edward Jones accounts – anytime, anywhere.
Download it from your favorite app store.
Important information:
Google Play and the Google Play logo are trademarks of Google LLC.
Apple, the Apple logo, iPhone, and iPad are trademarks of Apple Inc., registered in the U.S. and other countries and regions. App Store is a service mark of Apple Inc.