Disclosures

Account agreements

This section includes information about account agreements and related disclosures that may apply to your brokerage, retirement and/or advisory accounts at Edward Jones.

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Account fees

Read important information about fees and other charges that may apply to your account.

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Regulation best interest disclosures and client relationship summary

This section provides information about our Select Accounts (brokerage accounts), including the terms, costs, and conflicts of interest. This section also includes the Client Relationship Summary with information about our investment adviser and brokerage accounts.

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Investing terms and recurring disclosures

As an investor, it's important to understand investment terminology and be aware of current disclosures that apply to your account, including the definition of household.

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Patent portfolio

Get information about patents held by Edward Jones.

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NY: Grace period: Life insurance and annuity payments

Read important information about the NY regulation and how it may apply to you.

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Account features and terms of service

Get important information about your mutual fund, equity and fixed income investments and additional services such as systematic transactions.

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Account protection and privacy

Get information about the Securities Investor Protection Corporation (SIPC) and our privacy, identity theft and business continuity planning notices.

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Revenue sharing, shareholder accounting, inforce contract and unit investment Trust additional compensation disclosures

Read important information about payments that Edward Jones receives for revenue sharing, shareholder accounting, inforce contract services and unit investment trust additional compensation.

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Subsidiaries and affiliates of Edward Jones

This section includes disclosures and other information about Edward Jones subsidiaries and affiliates, including Edward Jones Trust Company, Edward Jones SBL, LLC and Edward Jones Canada.

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Social media policies and disclosures

This section includes information pertaining to Edward Jones Digital Media Communication policies and related disclosures.

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Email communications terms and conditions

Get information about the terms and conditions for Edward Jones email communications.

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Online services

Read important information and disclosures about the online services Edward Jones offers, including Online Access, the Edward Jones mobile app, text messaging, Online Bill Payment, linking outside accounts and other services.

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