Common questions about using Online Access

If the system does not recognize your login information, try the following:  

• Make sure Caps Lock is turned off on your keyboard. The user ID is not case sensitive. The password is case sensitive. If you use the number pad on your keyboard, make sure the number lock ('Num Lock') is turned on.
• If your login credentials are autofilled, try clearing them out and retyping them in manually.  
• Clear the cookies on your browser, then try entering your credentials again.  

To reset your password, click Reset your password located under the Log in button.

Visit View and Share Enrollment for information about how to grant access to a trusted individual.   

Contact your financial advisor for additional support.

As a power of attorney, you have the same enrollment options as an account owner.

• Contact your advisor's office for an enrollment sent via email.

                Or

• Click Online Access Sign-Up.

While enrolling in Online Access, you will enter the last four digits of your Social Security number, your date of birth and the Edward Jones account number. You are creating an Online Access login for yourself and not the owner of the account.

Contact your financial advisor for additional support. 

No, Online Access is only a feature for clients with open accounts.

Your RMD can be found on your statements in Online Access. Statements will be found on the Documents tab.

Full site (web) 

1.  Select "Documents" at the top of your screen.
2. Select "Statements" then click to download your statement.

Mobile app 

1. Click "More" (three horizontal dots) at the bottom of the page.
2. Select "Documents."
3. Select "Statements" then click    to download your statement.   

Contact your financial advisor if you have questions regarding your RMD.

Full site (web)

1.  Select "Documents" at the top of your screen.
2. Documents ready for e-signature will be listed at the top of the screen. Select "Sign Document" to get started.

Mobile app

1. Click "More" (three horizontal dots) at the bottom of the page.
2. Select "Documents."
3. Documents ready for e-signature will be listed at the top of the screen. Select "Sign Document" to get started.

Each time a document is sent to you for e-signature, you will receive an email with a link to access it.

 Visit E-signature User Guide for additional information.

Fees are referenced on account statements as they occur. Your statements can be found on the Documents tab in Online Access.

Full site (web) 

1.  Select "Documents" at the top of your screen.
2. Select "Statements" then click    to download your statement.   

Mobile app

1. Click "More" (three horizontal dots) at the bottom of the page.
2. Select "Documents."
3. Select "Statements" then click to download your statement.

For a more comprehensive summary of fees, contact your financial advisor for support.

On some devices, you must use the full site instead of the mobile app to update contact information. A "Visit Full Site" option is available in the "More" menu of your mobile app.

Steps to update contact information:   

1. Click on your name in the upper right.
2. Click "Profile."
3. Select 'Personal Information' to review and update your primary address, and 'Communication Preferences' to review and update email addresses or phone numbers.

You can also contact your financial advisor for additional assistance with updating your personal information.

On some devices, you must use the full site instead of the mobile app to update account nicknames. A "Visit Full Site"option is available in the "More" menu of your mobile app.

Steps to edit Account Nicknames:

1. Select your name in the upper right.
2. Click "Profile."
3. Scroll to "Account Settings" and select "Account Nicknames" to review.

Then click "Change" to the right of Account Nicknames.

To view additional account information, including performance, holdings, and activity:   

Full site (web) 

• From Snapshot, select any Edward Jones account to view additional detail.
• Select "Accounts" at the top of the screen.
• Select an Edward Jones account to view additional detail.  

   Mobile app 

• From Snapshot, select any Edward Jones account to view additional detail.
• Select "Accounts" at the bottom of the screen. 
• Select an Edward Jones account to view additional detail.

Visit Get to know Online Access for additional information about accounts.

Contact your financial advisor if you have questions regarding your account information.

Full site (web)

• Goals are located on the Snapshot screen in the upper right of the page.
• They are also located under the Goals tab at the top of your Online Access.

Mobile app 

• Goals are located on the Snapshot screen.
• They are also located under the Goals icon at the bottom of the app.

If you do not see any of your goals or have any other goal-related questions, contact your financial advisor.   

Visit Get to Know Online Access | Goals Features.

To connect outside accounts:

Full site (web)

1. Click on the "Accounts" tab located at the top of the page.
2. Then click the blue "Connect Account" button and follow the on-screen steps.  

Mobile app

1. Click on the "Accounts," tab located at the bottom of the page.
2. Then click the blue "Connect Account" button and follow the on-screen steps.

*It may take a few minutes for the accounts to show in Online Access.

Full site (web) 

1. Click on "Accounts" at the top of your page.  
2. Locate the outside account you would like to remove.  
3. Click the blue gear icon .
4. Then click  

Mobile app 

1. Click on "Accounts" at the top of your page.  
2. Locate the outside account you would like to remove.  
3. Click the gray gear icon   located to the right of the account.
4. Then click   "Delete." 

*It may take a few minutes for the accounts to be removed from Online Access.  

Full site (web)

1. Select your name in the upper-right
2. Click “Profile."
3. Select "Manage Document Options."
4. Follow the on-screen steps to request paper copies of documents we e-deliver.

Mobile app 

1. Click "More..." at the bottom right of the page.
2. Click "Documents."
3. Click "Document Options."
4. Follow the on-screen steps to request paper copies of documents we e-deliver.

If your accounts are closed and you need access to your past documents, you can reach out to your previous advisor's office or contact our Client Relations team for additional support.

Client Relations: 800-441-2357   

Hours of operation: 7 a.m. - 5:30 p.m. CT (Monday - Friday)

During tax season, call our Client Tax Hotline at 800-282-0829 for assistance with retrieving your tax-related documents.

Secure Document Exchange is a separate, secure channel of communication with your advisor's office, so this document will not be in Online Access. Use the link you received via email to access documents sent via Secure Document Exchange.

Yes, Edward Jones Online Access is compatible with Quicken.

Visit Quicken | Edward Jones for additional information.

For questions regarding how to use the Quicken software, please visit the support website.

Yes, Edward Jones Online Access is compatible with both H&R Block® tax software and TurboTax®.

Visit Import to tax preparation software for additional tax import support.

Support: For assistance with Intuit’s TurboTax® program, visit support.turbotax.intuit.com.

TurboTax is a registered trademark of Intuit Inc.

Support: For assistance with the H&R Block® tax software program, call 800-472-5625.

If you are having trouble importing your information, make sure to check the following:   

1. Log in directly to Edward Jones Online Access prior to importing.  
2. Verify that your login credentials for Edward Jones matches the information you are entering in the other program.  
3. Clear the cookies on your browser.  
4. Try a different browser or device.  
5. Make sure that your browser is up-to-date. Visit Online Access Browser Details for browser requirements.

To download account information into Excel® or a comma-separated value (CSV) format, select the download icon (example ) at the top right corner of the Holdings or Activity pages for each account.

Please visit our Text Messaging page for enrollment instructions.

Need additional help getting started with text messaging? Contact your Edward Jones financial advisor.

Here are some actions that will unenroll your mobile number from texting:  

• Replying to an Edward Jones text message with the word "stop"
• Editing your phone number in Settings 
• Your advisor edits your contact information in office  
• Attempting to enroll your phone number under more than one person

To re-enroll in texting, follow the "How to sign up" steps on Text Messaging.

Texting is only available for domestic phone numbers. If you have an international number, the texting feature is not available.

No. Edward Jones or an Edward Jones client must be the payee. Checks written to anyone else cannot be deposited through Online Access or with your Edward Jones team.

The check should be either made payable to the business name or Edward Jones.