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  1. Please contact your Edward Jones team or call us toll-free at 800-441-5203 during business hours for additional support. Regular Hours. Monday – Friday: 7 a.m. – 8 p.m. CT. Saturday: 8 a.m. – 4 p.m. CT. Tax Season Expanded Hours.

  2. After you log in to Edward Jones Online Account Access, look for: The small, locked padlock on your web browser (most likely near the address bar). This indicates TLS technology is used. "https://" at the beginning of the website address, or URL. The "s" means you're on a secure site. "Auto Complete" Disabled

  3. People also ask

    • Exchanging Documents with Your Edward Jones Team
    • How Secure Are My Documents?
    • How Do I Securely Exchange Documents?

    Edward Jones clients can receive documents electronically with Online Access. If you have not signed up for Online Access, you can instead securely send and receive documents with your branch team through email and two-factor authentication. Exchanging documents securely enables you to: 1. Upload documents to your Edward Jones team 2. Download docu...

    Edward Jones provides end-to-end encryption of document exchange communications. Your secure portal is only accessible through two-factor authentication based on contact information you’ve provided to your Edward Jones team.

    To get started, your branch team will need the email address and phone number you will use to verify your identity. The Secure Document Exchange User Guide (PDF)details how you can access and use the document exchange functionality in the secure portal. For any questions you may have about securely exchanging documents with your branch team, please...

  4. Let us know what your relationship is with Edward Jones by clicking either "I am an Edward Jones client" or "I am not yet a client of Edward Jones." Then click "Continue." Enter your date of birth, the last four digits of your Social Security number and the email address associated with Online Access. Then click "Continue".

  5. Step 1: Log in to Online Access. “Log In.”. Step 2: Go to “Accounts” and select the “Connect Accounts” button. Click “Connect Accounts.”. Step 3: Select a suggested site or enter the name or web address of the financial institution in the search box, select the appropriate site and then select “Search.”.

  6. Connect accounts to view balances held outside of Edward Jones. Manage your money with the ability to transfer funds, pay 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.