Ready to find the Edward Jones account option that’s right for you?
Find the account that fits you and your needs — a range of account options from Edward Jones.
Key Takeaways
- There’s no one-size-fits-all account, and the right choice depends on your goals, timeline and financial needs.
- Edward Jones offers a range of options, from hands-on investing to delegating day-to-day decisions to professionals.
- You and your financial advisor can work together to choose an account and management approach that aligns with your goals and comfort level.
No two investors are alike. At Edward Jones, we offer a range of account options, from hands-on investing to full delegated management. You decide how involved you want to be, and we’ll connect you with the account that fits your investing style, goals, and daily needs.
Which approach is right for you?
Choosing the right account starts with you and the future you want for yourself and the people you care about. At Edward Jones, we're committed to helping you reach your goals, whether you prefer to take an active role in your investments, leave the day-to-day decisions to professionals or find an approach somewhere in between.
Edward Jones Select Account
A hands-on approach with a wide range of investment choices including stocks, bonds, certificates of deposit (CDs), mutual funds, exchange-traded funds (ETFs) and annuities.
Guide how you want to build and manage your portfolio
Edward Jones Guided Solutions® Flex Accounts
This account offers you a hybrid approach with guardrails, account alerts and a flexible choice of investment options including stocks, mutual funds and ETFs, as well as bonds and CDs – teaming with your Edward Jones advisor.
With your advisor by your side, explore Flex Accounts
Edward Jones Guided Solutions® Fund Accounts
Offering built-in rebalancing and a robust list of mutual funds and ETFs, team with your advisor to build your portfolio, selecting investments approved by Edward Jones research analysts. You’ll make the final decisions with your financial advisor by your side, offering education and advice. Guided Solutions may be appropriate for investors who are accessible and like to be closely involved.
Edward Jones Advisory Solutions® UMA Models
If you like to leave day-to-day investing decisions to the professionals and want to potentially benefit from tax efficiencies, Advisory Solutions Unified Managed Account (UMA) Models can manage your portfolio for you.
Edward Jones Advisory Solutions® Fund Models
Edward Jones Advisory Solutions® Fund Models is a service that lets you select a portfolio objective, then delegate the day-to-day investment decisions to a team of research analysts.
Start experiencing Fund Models
Financial Advisor Managed Solutions™
Step away from day-to-day portfolio management by delegating investment decisions and rebalancing to your financial advisor.
How we can help
Whether you prefer to take an active role or step back and delegate, Edward Jones is here to help you find an account option that best fits your present needs and future goals. One of our Financial Advisors can help you choose the right approach today based on your goals, timeline and comfort level.
Frequently Asked Questions
What types of investment accounts are available?
Investors can choose from several account types, including brokerage, IRA, Roth IRA, retirement and education savings accounts. Some accounts offer tax advantages, while others provide greater flexibility in how and when you can access your money. The right choice depends on your goals, timeline, tax situation and how you plan to use your money.
What should I consider when choosing an investment account?
Start by considering what you're saving for and when you'll need the money. This will help you zero in on the appropriate account. Other considerations include taxes, fees, investment choices and how involved you want to be. An advisor can help you choose make a choice that fits your financial plan.
How do advisor-supported investment accounts work?
A financial advisor can help you select investments and develop a strategy based on your goals, risk tolerance, timeline and financial situation. Then on an ongoing basis, your advisor may help monitor your portfolio and make adjustments as your circumstances change.
What are the benefits of working with a financial advisor through an investment account?
An advisor can help with asset allocation, diversification, risk management, tax considerations and retirement planning, among other areas, helping you navigate market fluctuations and keep the focus on your long-term goals.
How can I open an investment account with a financial advisor?
Start by talking with an advisor about your goals, timeline and risk tolerance. They can help you choose the account that’s right for you, guiding you through each step of the process and explaining how the account supports your overall financial goals.