Owner K and Pooled Plans
View, print or save the most recent version of the complete Owner K®1 and Pooled Plans2 Agreement:
Related disclosures we provide when you open an Owner K® or Pooled Plan account:
- Schedule of Fees - Read or print the latest version of this document: Brokerage Account Schedule of Fees (PDF)
- Custodian Services Agreement (PDF)
- Privacy Notice (PDF)
- Revenue Sharing Disclosure - Read or print the latest version of this document: Revenue Sharing Disclosure (PDF)
Important information:
If your Owner K® account is also governed by the Edward Jones Select Retirement AccountTM Client Services Agreement,
you can view it here: Select Retirement Account Client Services Agreement.
2 Pooled Plans in a transaction-based account opened before June 9, 2017
are governed by a separate Edward Jones Retirement Account Agreement, which can be viewed here: Edward Jones Retirement Account Agreement.