What is the Edward Jones app?

Key Takeaways:

• The Edward Jones app gives you a clear view of your financial picture by bringing your accounts, goals and other financial information together in one place.
• You can track progress toward your goals and explore different scenarios to see how potential changes could affect your plans.
• Stay connected with your financial advisor and securely manage your money while you’re on the go.

Managing your finances is easier when you have a clear view of where you stand and knowledgeable support to help you move forward. The Edward Jones app brings your financial life together, including your goals, your accounts and your connection with your financial advisor – in between your face-to-face meetings – all in one place.

Sign in to get a clear view of your finances and see how you're progressing toward your next milestone. With your progress at your fingertips, you can stay informed and engaged with your financial plan wherever you go.

See a snapshot of your accounts and goals

Want a quick look at how you're doing? Your personalized welcome screen gives you a high-level overview of your account and goal status. Your layout displays:

• Your accounts and their current values
• An interactive chart showing how your accounts have performed over time
• Financial goals you've discussed with your financial advisor
• Other products you hold, such as linked mutual funds accounts, annuities and/or insurance policies
• Your Edward Jones team's contact information and a way to quickly message them online
• The latest values of the Dow Jones Industrial Average, Nasdaq and S&P 500 indexes

Track progress toward your goals

When you can see your progress, you can take action – whether you’re building emergency savings, preparing for retirement or anything in between.

The Goals section of the app helps you monitor your progress, view projected outcomes and explore different scenarios to see how potential changes could affect your plans. You can also share these scenarios with your financial advisor, helping you stay connected as your plans evolve.

Communicate with your Edward Jones team

Your Edward Jones advisor is just a tap away. My Team & Messages section makes it easy to stay connected with your Edward Jones team from wherever you are.

You can call the office, send a secure message, share and sign documents or get directions during an in-person conversation.

Connect accounts

Get a more complete picture of your financial life by connecting accounts you hold outside of Edward Jones. Bringing information from other financial accounts into one place can make it easier to see your overall financial picture.

Manage your money

The app makes it convenient to handle everyday financial tasks while you're on the go, safely and securely. Depending on the services available with your accounts, you can:

• Transfer money between accounts
• Manage accounts for transfers
• View account and routing numbers
• Deposit a check
• Manage your credit card
• Report a lost or stolen card
• Manage security alerts
• Order checks

Frequently Asked Questions

What features are available on the Edward Jones mobile app?

The Edward Jones app gives you convenient access to a range of features to help you stay connected to your financial life. You can view your accounts and goals, track investment performance, connect outside accounts, securely transfer money, deposit checks, manage certain card and account services and communicate with your Edward Jones team.

How can I view my Edward Jones portfolio and account performance on the mobile app?

After signing in, your welcome screen provides a snapshot of your Edward Jones accounts and their current values. You can also view an interactive chart that shows how your accounts have performed over time, giving you a convenient way to monitor your portfolio.

Does the Edward Jones app allow me to communicate with my financial advisor?

The My Team & Messages section lets you connect with your Edward Jones team directly from the app. Depending on your needs, you can call your advisor's office, send secure messages, share and sign documents and access contact information for your team.