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.

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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.

Get connected with Online Access

An Edward Jones client is signing up for Online Access on her laptop.

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.

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A client browsing through her mobile

Get to know Online Access and the app

Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!

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A client signs into his Edward Jones account from his mobile phone.

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Already signed up? Sign in to see the current status of your accounts and how you're tracking toward your goals.

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Manage 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.

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A client reviews her portfolio on her mobile phone through the Edward Jones app while on the go.

Download it from your favorite app store.

 

 

Tutorials for using Online Access

Need help navigating your account? Explore these helpful videos.

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More resources

Important information:

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