To view additional account information, including performance, holdings and activity:
- Select "Accounts," which is either at the top of the screen or under the menu (three horizontal lines) to the left of the Edward Jones logo.
- Select an Edward Jones account to view more information.
- Contact your financial advisor if you have questions.
- To connect outside accounts, go to "Accounts," which is either at the top of your screen or under the menu (three horizontal lines) to the left of the Edward Jones logo.
- Then click the "Connect Account" button and follow the onscreen steps.
Can I download my tax information? Learn more about how to download into the Quicken® software. You can also import your 1099 tax information into TurboTax® or H&R Block At Home.™ Learn more about importing your Edward Jones tax data.
To download account information into Excel® or a comma-separated value (CSV) format, select the download icon at the top right corner of the Holdings or Activity pages for each account."