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  1. 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

  2. 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 funds, pay bills (web only) and deposit checks (app only) Signing up for Online Access also means less paper mail.

  3. Use online access to sign documents, web conference with your financial advisor and more. Put the power of our tools and technology behind your goals. Online Access & Account Features | Edward Jones

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  5. 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.

  6. Go to the Accounts section, click the Connect Accounts button in the top right to proceed. Select a suggested site or use the search bar to enter a financial institution. When prompted, enter your user ID and password for that account. Edward Jones does not have access to client user ID and password information for outside accounts.

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