Tools to support your goals

Explore your goals, track your progress, stay connected to your Edward Jones team, manage your accounts and more.

The digital solutions you expect

Whether you’re in a meeting with your financial advisor or checking in on your own to decide what your next steps may be, you have the tools you need to help you achieve your goals.

Online Access

Sign up for Online Access to view your goals, explore new goals and track your progress toward reaching them. Plus, connect accounts you hold outside of Edward Jones and securely communicate with your Edward Jones team.

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Web conferencing

Use web conferencing to meet face to face with your financial advisor from your computer, tablet or phone.

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Secure texting

Text with your financial advisor and receive appointment reminders and account alerts.

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Electronic funds transfers

Transfer money between your Edward Jones accounts and accounts at other financial institutions.

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E-signature

Sign your documents anywhere, anytime with e-signature.

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Trade authorization

Give someone the authority to make certain decisions on your behalf using trade authorization.

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Financial Foundation

Partner with your financial advisor to document and track your progress toward your financial goals with our exclusive Financial Foundation tool.

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Important Information:

Online bill payment cannot be used to pay federal and state income tax or court-ordered payments.

To use online bill payment, you must have an Edward Jones account with a money market fund or Insured Bank Deposit program.

More information about the Insured Bank Deposit program, including the program disclosure, is available at our office or at www.edwardjones.com/bankdeposit.