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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. Edward Jones © | Account Access Home . Company Info; Careers; Your Branch

  3. For log in assistance, see Forgot user ID or password? or call 1-866-788-4880 Monday - Friday 8 a.m. - 9 p.m. ET, Saturday 9 a.m. - 5 p.m. ET, and Sunday Closed. Online Access Security. Secure Logon. The confidentiality of your financial information is important to us, and we're committed to keeping it secure.

  4. 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.

  5. 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

  6. 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.”.

  7. 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.

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