Vendor-held ERISA accounts

View, print or save the most recent version of the complete Vendor-held ERISA Account Agreement:

• Edward Jones Account Agreement – Vendor-held ERISA Retirement Plans (PDF)

Related disclosures we provide when you open a Vendor-held ERISA account:

• Schedule of Fees - Read or print the latest version of this document: Brokerage Account Schedule of Fees (PDF) 
• Margin Disclosure Statement and Statement of Credit Terms
  The latest version of the complete Margin Disclosure Statement & Statement of Credit Terms is available here for you to view or print:
  Margin Disclosure Statement and Statement of Credit Terms (PDF)
• Privacy Notice (PDF) 
• Revenue Sharing Disclosure (PDF)

You can view the Retirement Plan Services Agreement on the Investment Advisory page.