Securely send and receive documents with your branch team
Upload and download files easily with email and two-factor authentication.

Upload and download files easily with email and two-factor authentication.
Edward Jones clients can receive documents electronically with Online Access. If you have not signed up for Online Access, you can instead securely send and receive documents with your branch team through email and two-factor authentication. Exchanging documents securely enables you to:
Edward Jones provides end-to-end encryption of document exchange communications. Your secure portal is only accessible through two-factor authentication based on contact information you’ve provided to your Edward Jones team.
To get started, your branch team will need the email address and phone number you will use to verify your identity. The Secure Document Exchange User Guide (PDF) details how you can access and use the document exchange functionality in the secure portal.
For any questions you may have about securely exchanging documents with your branch team, please reach out to them directly.