How Do You Access a Personal Account at Edward Jones?


Quick Answer

To access a personal Edward Jones account, go to the company's website, EdwardJones.com, click on the Account Access button in the top right corner, and enter a user ID and password. If you do not remember your user name or password, click the Forgot link, and follow the steps to recover account information. If you are a new user, follow the steps to set up an online account.

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Full Answer

After you access the account, the website offers several features, including viewing investment accounts, recent activity, gain and loss information, and current holdings. You can create a list of stocks of interest, pay bills online, sign up for electronic documentation delivery, transfer funds and send secure messages to a financial adviser. Current stock information, headline news, company news, recommendations and stock market commentary also are available.

In addition, you can import account information into Turbo Tax, H & R Block At Home and e-Organizer software electronically from a personal account. Opt to export financial documents and account information to Excel and CSV formatted documents if desired.

Choose to link and access other Edward Jones personal accounts, such as loan, credit card, mortgage and lines of credit. You must be the owner of the accounts to link them.

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