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Find the account type that’s best for you

Select Account

Advisory Solutions

Guided Solutions

No account minimum;

however, some investments require minimum purchase amounts.

Fund Models minimum:

$25,000

UMA Models minimum:

$300,000 for select portfolio objectives*

Flex Account minimum:

$25,000

Fund Account minimum:

$5,000

Hands-on

You choose your investments, and your financial advisor provides guidance. You determine when and how to make changes.

Delegated

We automatically invest your account according to your selected portfolio model.

Hands-on

You make the yes/no decisions for buys and sells.

You choose the investments

  • You build your portfolio with a range of investment choices, including stocks, bonds, CDs, mutual funds, ETFs and annuities.
     

You choose the model

  • Advisory Solutions Fund Models: Contain a mix of mutual funds and/or exchange-traded funds.
  • Advisory Solutions UMA Models: These accounts add separately managed allocations, which are professionally managed individual stocks and bonds for tax efficiencies.

You choose the investments

  • Guided Solutions Fund Account: Choices include mutual funds and exchange-traded funds (ETFs).
  • Guided Solutions Flex Account: Your choices include stocks, mutual funds and ETFs.
  • Bonds and certificates of deposit (CDs) are also available with Flex Accounts with $50,000 or more.

Learn more

Learn more

Learn more

Important information:

Certain brokerage accounts are not part of the Select Account program, including some non-ERISA and ERISA retirement plans, Flex Fund accounts and pooled employer retirement plans. Annuity purchases within Select Accounts may require a minimum investment (generally $10,000). For details about account eligibility and requirements, please contact your financial advisor.

Edward Jones is a dually registered broker-dealer and investment adviser offering advisory programs such as Advisory Solutions® and Guided Solutions®, both of which provide ongoing investment advice and services for an asset-based fee. Clients are assessed an annualized fee based on account value, billed monthly, and also indirectly bear the internal expenses of underlying investments such as mutual funds and ETFs. Please review the applicable program brochure for complete information on fees, expenses and features.

Many investments available through these programs are offered by prospectus. You should carefully consider investment objectives, risks, and charges and expenses before investing. The prospectus contains this and other important information, and your Edward Jones financial advisor can provide one for your review.

Additional considerations for Advisory Solutions include potential tax consequences from rebalancing, as it may result in a taxable event. Automatic rebalancing and asset allocation strategies do not guarantee a profit or protect against loss.

All investments involve risk, and there are no guarantees; the value of investments may fluctuate, and you may gain or lose money.