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^® UMA Models
• Edward Jones Guided Solutions^® Flex Account
• Edward Jones Guided Solutions^® Fund Account
• Retirement Plan Services Account
• Transitional Retirement Account

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 Programs, please see below:

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