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 * United States | English
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 * Why Edward Jones
   close Why Edward Jones
    * What You Can Expect as a Client
      * Partnering Throughout Your Journey
    * Our Approach to Investing
      * Setting Your Path
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 * Working with a Financial Advisor
   close Working with a Financial Advisor
    * The Benefits of a Financial Advisor
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    * How to Choose a Financial Advisor
      * Match with Financial Advisors
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 * Investment Services
   close Investment Services
    * How We Work Together
      * Edward Jones Select Account
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DO YOU KNOW YOUR IRA LIMITS?

IRA CONTRIBUTION LIMITS HAVE INCREASED FOR 2024.

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DO YOU KNOW YOUR IRA LIMITS?

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GET TO KNOW ONLINE ACCESS AND OUR APP


Sign Up

 1. Home
 2. Path Client resource center
 3. Path Online Access and account features
 4. Path Get to know Online Access and our app

 1. Path Get to know Online Access and our app

Explore the sections below in the Online Access & App Features menu to see all
they have to offer. While most features are available in both Online Access and
the app, there are some differences between the two.


previous
 * Snapshot
 * Accounts
 * Goals
 * My Team & Messages
 * Documents
 * Banking
 * More

next


SNAPSHOT



Snapshot is your welcome screen. It shows a quick overview of where you are
today and how you're progressing, displaying:

 

 * Your accounts and their current values
 * An interactive chart that gives you a combined view of how your accounts have
   performed over time
 * Goals you've discussed with your financial advisor
 * Other products you hold, such as linked mutual funds accounts, annuities
   and/or insurance policies
 * Your team's contact information and a button enabling you to quickly message
   them
 * The latest values of the Dow Jones Industrial Average, Nasdaq and S&P 500
   indexes

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ACCOUNTS



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AccountsPerformanceHoldingsActivity
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ACCOUNTS



Accounts is where you can dig deeper into your individual accounts and connect
outside accounts.

 

At the top you'll see Total Value and Edward Jones Value, enabling you to easily
see what you have at Edward Jones plus any accounts you hold outside of Edward
Jones that you've connected or asked your financial advisor to include.
Connecting outside accounts is as easy as selecting the blue "Connect Account"
button.

 

When using Online Access on your desktop, Account Actions is where you can view
documents, see loans and credit, and pay bills.

 

On both desktop and the app, you can also select an account to see additional
details, including performance details, holdings, activity and graphs.

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PERFORMANCE



See how your account has performed over time with current and historical values,
amounts added and withdrawn, and returns.

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HOLDINGS



See how your account is allocated among different investment types, and view
details about each investment in the account.

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ACTIVITY



View recent activity within the account or search up to 18 months of previous
activity filtering by Time Frame. A filter By Activity Type is also available to
find key transactions with ease.

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GOALS



You're investing to achieve specific goals, and the Goals section makes it easy
to keep track of your progress and explore what-if scenarios.

 

This section will list goals you have. You'll see a snapshot of your current
balance and whether you're on track.

 

Selecting a specific goal will give you more detail, including an easy-to-see
graph projecting your progress toward the goal based on current information.

 

The "Explore Scenarios" button enables you to see how changing certain inputs
might impact your goals. You can then share those scenarios with your financial
advisor through Online Access and the app.

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MY TEAM & MESSAGES



My Team & Messages makes it easy to stay connected with your Edward Jones team.
You'll find this section under "My Team & Messages" on your desktop. In the app,
select "More" and then "Messages."

 

Messages
 

Send and receive messages and attachments to and from your team. Select the
"Message" button on the desktop or "New Message" button on the app to start. A
blue dot next to My Team & Messages in the desktop menu, or Messages in the app
menu, indicates a new message from your team. Messages will stay on this page
for 90 days.

 

Here is where you'll find your branch team's contact information for your
financial advisor and branch office administrator(s), as well as the office
address and a convenient map. You can also use the "Request Appointment" button
to ask your Edward Jones team to schedule an appointment and answer any
questions you might have.

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DOCUMENTS



Accessed under "My Team" on the app or directly from the menu on your desktop,
Documents is where you can view your statements, tax forms and other documents
and communications we send you or you've signed. You can also upload and share
documents with us and share your Edward Jones documents with others.

 

Easily view, save and print:

 * Statements
 * Tax forms
 * Quarterly performance reports for Advisory Solutions accounts
 * Account verifications
 * Trade confirmations and prospectuses
 * Documents you've electronically signed
 * Letters and important account notices
 * Reports and documents your team posts
 * Links to proxies and other shareholder materials so you can easily access
   information from websites of the stocks, bonds and mutual funds you own

 

Plus, upload documents for your Edward Jones team and share Edward Jones
documents with others, including sending tax forms to your tax preparer or
statements and quarterly reports to third parties.

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BANKING



The Banking section is where you can address your saving, spending and borrowing
needs. You can see your current cash balances across certain Edward Jones
accounts and connected external accounts, such as a savings account at a bank.
You can move funds between accounts and even pay your bills.


Our other banklike services are also displayed here: Edward Jones Personal Line
of Credit (margin loan), Edward Jones Reserve Line of Credit, Edward Jones debit
card and Edward Jones credit cards.


Depending on services you have in your account, you can:

 * Transfer money between accounts
 * Manage accounts for transfers
 * Pay your bills electronically (desktop only)
 * View account and routing numbers
 * Connect external bank accounts
 * Deposit a check (mobile only)
 * Manage your credit card
 * Report a lost or stolen card
 * Manage security alerts
 * Order checks

 

Edward Jones is an SEC dually registered broker-dealer and investment advisor,
not a bank. Banking products and services offered through Edward Jones are
provided by BNY Mellon Investment Servicing Trust Company for PNC Bank, N.A.;
Members FDIC and Elan Financial Services and their affiliates.

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MORE



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SettingsTransfersCheck Deposit
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SETTINGS



Select "More" for a menu containing:

 * Research & Market News
 * Settings
 * Document Options (desktop only)
 * Support
 * Transfers
 * Plus, on the app, you'll also find Check Deposit (it's as easy as taking a
   picture)

 

Settings - Here's where you can:

 * Change your user ID, password and account nicknames (desktop only)
 * Update document options, including turning off paper copies (desktop only)
 * Set up online bill pay (desktop only)
 * Manage alerts
 * Set security preferences
 * Update your contact information
 * Sign up and manage your text messaging settings

 

Plus, on the app, you can turn on and off Face ID and "remember this device"

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TRANSFERS



Transfers enables you to move funds between Edward Jones accounts and/or outside
accounts you have connected.

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CHECK DEPOSIT



Our Check Deposit feature in the app allows you to conveniently deposit checks
by taking a picture of the front and back of checks.

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Check deposit mobile view
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Download the app

 



 

Apple, the Apple logo, iPhone, and iPad are trademarks of Apple Inc., registered
in the U.S. and other countries and regions. App Store is a service mark of
Apple Inc.

 




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MARKET DATA


 * DJIA
   
   39,781.37Up(+269.24)


 * S&P 500
   
   5,241.53Up(+16.91)


 * NASDAQ
   
   16,401.84(0.00)

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