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  1. complete your login. If you’d like to have a more complete view of your financial situation in Online Access, you can connect accounts you have outside of Edward Jones. Before you get started, compile your list of outside accounts and login information. Step 1: Log in to Online Access.

  2. Log in directly to Edward Jones Online Access, prior to importing. Verify that your login credentials for Edward Jones matches the information you are entering in the other program. Clear the cookies on your browser.

  3. 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.

  4. Sign In. Manage your accounts and so much more. With Online Access, you can safely and securely: See a snapshot of your current financial situation and progress. View your account holdings, performance, activity and more.

  5. Link My Account - The Link My Account feature allows you to authorize another enrolled user VIEW ONLY access to your account information. You must have the other user's User ID to link accounts. To authorize another user online VIEW ONLY access to one of your accounts:

  6. Log in to view your accounts. Don’t have a User ID? Have your account number, SIN or Driver's Licence available and enroll in Online Access now. Here are a few of the features you'll enjoy with Online Access: View your Edward Jones accounts, current and historical account statements, trade confirmations and regulatory documents, and tax documents.

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