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Welcome to Online Access. User ID: Password: Save user ID on this device. Log In Forgot user ID or password? Online Access Security. Not enrolled in Online Access? Get Started. Learn more about Online Access. Frequently Asked Questions.
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- Account Access
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- About Us
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Edward Jones. Snapshot Accounts Goals My Team & Messages Documents Banking Transfers Research & Market News Settings Document Options Account Connections Support Log Out.
At Edward Jones, we are building a place where everyone feels like they belong. Our human-centered culture calls upon us all to treat every individual with dignity and respect while celebrating what makes us unique, which we show as an equal opportunity employer committed to diversity, equity, and inclusion. Edward Jones does not discriminate ...
- Contact Us
- Moving Around in Online Access
- Security
- How Edward Jones Protects Your Account Information
- User Options
- Adobe Acrobat Reader Download Instructions
- Account Allocation
- Edward Jones Online Access Quotes & Watch Lists FAQs
- Your Account Performance
For information about how to send a message, see Accessing and completing the Contact Me and Feedback forms (below). 1. If you have a question about your account(s) or other information you can view at this site, call your branch office or send a message to Edward Jones Online Support by clicking the Feedback link at the top of any page. 2. If you ...
Getting started
Logging on to Edward Jones Online Access opens the Summary of Accounts page on the My Accounts tab. You can select any page under the My Accounts tab by clicking the section - Summary of Accounts, Security Holdings, Account Activity, Account Orders, or Online Documents. Alternatively, you can select any page under the User Options tab. Click the appropriate tab to access other Online Access information.
Using the header bar
The header bar is the list of options at the top of each page. The name and phone number of your Financial Advisor is at the top left of the header. Click: 1. Your Financial Advisor's name to access their web page. 2. Contact Me to send a message to your Financial Advisor. 3. Log Off to exit Edward Jones Online Access. We suggest that you clear your browser's cache after you log off, particularly on a public computer. 4. Help for information on using Online Access, a glossary, and frequently...
Using hyperlinks
Clicking an underlined word will redirect you to the desired page or feature. Clicking the underlined table column headings on the Summary of Accounts, Security Holdings, Account Activity, or Account Orders pages will sort the contents of the table in ascending or descending order.
Clearing your browser's cache
To prevent other users from accessing your account information by clicking Back or using your browser's History, we strongly recommend that you clear your browser's cache when you log off. Instructions for clearing your cache vary slightly by browser type. Make sure you use the instructions for your browser.
E-mail guidelines
Edward Jones does not accept E-mail instructions to buy, sell, or conduct other trading requests. Please call your Edward Jones Financial Advisor to place trades.
How your account information is protected over the Internet
The security and privacy of your account information are important to us. Therefore, we use sophisticated 128-bit, SSL encryption technology to protect all transmitted data from unauthorized users. You can help by keeping your password confidential and by protecting the security of your personal computer so that others cannot access your financial information.
To learn how we safeguard the privacy of your account information, click "View our privacy statement" at the bottom of any Edward Jones Online Access page.
Changing your password
For security reasons, it's a good idea to change your password from time to time. To change your password: 1. Click the User Options tab. 2. Click the Change Password link. 3. Follow the instructions on the page that opens.
Nicknaming an account
Use this function to assign a personalized nickname to the accounts you view* through Edward Jones Online Access. For example, if you normally refer to your son's custodial account as "Billy's University Account," you can use that nickname for the account. To nickname or change the nickname for an account: 1. Click the User Options tab. 2. Click the Change Account Nicknames link. 3. Follow the instructions on the page that opens. *NOTE: You cannot change the nickname of another user's account...
Updating your e-mail address
We need an accurate E-mail address to keep you up to date on Edward Jones Online Access. If you change your E-mail address, please update it through User Options. To do that: 1. Click the User Options tab. 2. Enter your new E-mail Address. 3. Click the Update button.
Acrobat Reader, a product of Adobe Systems Incorporated, is a free program that lets you view and print information like our publications and statements. You may already have this program. If you do, the file opens automatically when you click the link. If you do not have the program, we recommend you download the latest version and follow the inst...
What is Account Allocation?
1. Account Allocation is the Account Value (previous day's value) divided by the Total Equity for the currency held in the account (USD or CAD). 2. Account Allocation appears as pie charts on the Summary of Accounts page. 3. A pie chart may be displayed for each currency: 3.1. Canadian Dollar Accounts (CAD Allocation) 3.2. US Dollar Accounts (USD Allocation)
Account Allocation pie charts?
1. The Account Allocation pie chart will only be available for the currencies held in your accounts. 1.1. If you have Canadian Dollar accounts and US Dollar accounts you will see a pie chart for each. 1.2. If you hold only one currency type in your accounts you will see a pie chart for that currency only. 2. Accounts with a balance of zero will not be represented in the pie charts. If any of your accounts have a balance of less than zero, no pie charts will display.
Rounding
1. Allocation percentages are rounded to the nearest hundredth decimal place.
Q. How can I access and use the new Quotes page? A. The 'Get a Quote' page is accessed through the button located in the top right corner of each page. To view quotes for stocks and mutual fund securities, type the first letters of the security symbol or company name in the Symbol boxes and select the desired security from the drop-down list that i...
Q: How can I access the Performance page? A: Click on the "Performance" tab located at the top of the screen to access the page. Q: What type of information is available for Performance? A: The page provides Performance and Rate of Return information for the accounts you access online. Q: How is the Change in Value information calculated? A: Change...
Be sure to read your statements and other communication from Edward Jones and log on to Online Access regularly. If you're enrolled in online access, consider using two-step authentication. Each time you log in, your identity will be verified with a unique code sent by text or by answering security questions.
Keep track of all your finances, including your Edward Jones investments, with this software. Business Owner Investment Accounts Savings, Cash, Credit & Debt.
