www.edwardjones/account Login : Can I Access my Edward Jones Account Online?

www.edwardjones/account Login : Can I Access my Edward Jones Account Online?

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.

You have big plans for your future. Online Access can help by keeping you connected to your goals and the team helping you achieve them.

Goal tracking made easy

Whether you’re planning for something down the road, like retirement, or as soon as your next vacation, an important part of achieving any goal is regularly checking in to see if you’re on track.

Online Access makes that easy. You can easily see and track your goals, plus explore how different scenarios might impact them (web only – available soon on the app). You’ll always know where you stand today, how much further you have to go and what it might take to get there.

Online Access and mobile app give you the flexibility to explore, plan, and prepare for conversations with your financial advisor along each step of your journey. Not enrolled in Online Access? You can get started today. Download mobile app, available in the Apple App Store and Google Play store, or visit EdwardJones.com/access.

Manage your accounts and so much more

With Online Access www.edwardjones/account, you can safely and securely:

  • See a snapshot of your current financial situation and progress.
  • View your account holdings, performance, activity and more.
  • Track progress toward your goals and explore what-if scenarios you can share with your team (web only – available soon on the app)
  • Message and share documents with your Edward Jones team.
  • View and sign documents related to your Edward Jones accounts.
  • Connect accounts to view balances held outside of Edward Jones.
  • Manage your money with the ability to transfer fundspay bills (web only) and deposit checks (app only)

Signing up for Online Access also means less paper mail. With Online Access, most of your documents and communications are delivered electronically. So, you can easily keep track of important paperwork online and have less paper clutter.

Online Bill Pay

Life can be hectic, so small things that simplify your life can make a big difference. When it comes to paying bills, we can help make this chore easier. Edward Jones Online Access allows you to pay your bills online – not to mention numerous other convenient features, such as transferring money and viewing your account activity, the latest market information and research opinions.

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With Online Bill Payment you can:

  • Access all of your critical bill payment tasks in one central Payment Center
  • Make payments to virtually anyone1 – even your next-door neighbor
  • Receive bills online (e-bills) from major billers, such as utility companies and credit card companies
  • Create automatic payments for recurring bills, such as mortgage payments, car payments and insurance premiums
  • Sign up for email notifications to alert you when bills are due
  • Schedule one-time payments up to a year in advance
  • Review your payment history from the past six months

Eligible account types

The following account types are eligible for Edward Jones Bill Payment:

  • Single
  • Joint
  • Living Trust
  • Testamentary Trust
  • Sole Proprietorship

How to sign up

To use Online Bill Payment, you must be enrolled in Online Access for 30 days. Inside Online Access is a section called “Pay Bills.” There you will find instructions and a link for enrolling in Online Bill Payment. If you have any questions, contact Online Client Support at 800-441-5203.