Investment Advisory programs

View, print or save the most recent account documents for each Investment Advisory program below. Not sure which Investment Advisory program you have? Check with your financial advisor.

Agreements, brochures and fee schedules:

• Edward Jones Advisory Solutions^® Fund Models
• Edward Jones Advisory Solutions^® Unified Managed Account Models
• Edward Jones Guided Solutions^® Flex Account
• Edward Jones Guided Solutions^® Fund Account
• Edward Jones Financial Advisor Managed Solutions™ Account
• Edward Jones Retirement Plan Services Account
• Edward Jones Transitional Retirement Account
• Edward Jones Branch Office Financial Planning disclosures

All accounts that participate in an Investment Advisory program also have an account-level agreement. The Edward Jones Trust Company acts as the custodian for certain Individual Retirement Accounts. For these IRA Custodial Agreements, see:

• Edward Jones Custodial Agreement
• Edward Jones Trust Company Custodial Agreement

For all other account-level agreements see:

• Account Agreements

For additional information regarding the trading practices of discretionary third-party managers participating in our Wrap Fee Program, see:

• Trade Order Practices of Discretionary Third-Party Managers in Edward Jones' Wraps Free Program (PDF)