Remote-access Guide

joneslink remote access

by Mr. Lonzo Ebert Published 2 years ago Updated 1 year ago
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What can I do with Edward Jones online access?

With Online Access, you can safely and securely: Explore "what if" scenarios with your goals and share them with your team (desktop only – available soon on the app) Connect accounts you hold outside of Edward Jones for a more complete picture of your financial well-being

How do I know if Edward Jones is using TLS?

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.

How accurate is Edward Jones’ online account information?

While Edward Jones has made every reasonable attempt to assure the accuracy of account activity presented online, it is not intended to replace official records such as transaction confirmations, periodic account statements and other official communications from Edward Jones.

How can online access help me?

Online Access can help by keeping you connected to your goals and the team helping you achieve them. Whether you're planning for something down the road, like retirement, or as soon as your next vacation, an important part of achieving any goal is regularly checking in to see if you're on track. Online Access makes that easy.

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Can I access my Edward Jones account online?

Take Online Access with you wherever you go Stay connected to your financial advisor, the market and your Edward Jones accounts – anytime, anywhere.

Why can't I access my Edward Jones account?

If you need immediate assistance because you can't access your account(s), forgot your User ID or password, or for some other technical issue, call Edward Jones Online Support at (866) 788-4880.

How do I unlock my Edward Jones account?

If you've forgotten your password, enter your user ID and click "Log In." You will then be able to change your password on the following page by clicking the "Forgot your password?" link. Access Suspended? If your access has been suspended, please contact Online Client Support at 800-441-5203.

Where do I find my Edward Jones account number?

Your account number is located in the top right corner on page 1 of your statement.

Is Edward Jones under investigation?

Jones currently is facing state investigations and allegations and charges of stockbroker misconduct, conflict of interest and breach of fiduciary duties over the sale of Lehman Principal Protected Notes and other structured products.

How do I get my money from Edward Jones?

Simply call your financial advisor or transfer funds online through Online Access, and the transaction usually settles in one business day. Fees may apply. You save on postage, gas, checks and time.

Can I withdraw money from my Edward Jones account?

Our general policy is to allow you to disburse or withdraw funds deposited to your account between four and six business days from the date of deposit. If you are a new Edward Jones client (client for less than 30 days), funds may be held until the 11th business day.

Does Edward Jones charge to close account?

I called Edward Jones and they said there is a $95 fee to close an account.

How much does a financial advisor cost?

The annual fee for financial advisors varies from as little as Rs 6,000 to Rs 40,000.

Is fidelity better than Edward Jones?

Edward Jones's brand is ranked #200 in the list of Global Top 1000 Brands, as rated by customers of Edward Jones. Fidelity Investments's brand is ranked #162 in the list of Global Top 1000 Brands, as rated by customers of Fidelity Investments....Edward Jones vs Fidelity Investments.46%Promoters13%Passive41%Detractors

Is Charles Schwab better than Edward Jones?

Charles Schwab is most highly rated for Work/life balance and Edward Jones is most highly rated for Culture....Overall Rating.Overall Rating3.93.8Work/life balance3.93.7Compensation and benefits3.83.5Job security and advancement3.53.2Management3.53.41 more row

Does Edward Jones charge high fees?

Some of the products Edward Jones sells come with high fees, such as life insurance and annuities. But that will be true at any other firm for those same financial products. EJ says that 36% to 40% of these commissions go straight to the advisor.

How do I contact Edward Jones?

8004412357Edward Jones Investments / Customer service

How do I link my Edward Jones account?

To connect outside accounts, go to "Accounts," which is either at the top of your screen or under the menu (three horizontal lines) to the left of the Edward Jones logo. Then click the "Connect Account" button and follow the onscreen steps.

Does Edward Jones pay interest on cash?

Cash Interest is calculated daily based on the cash balance of the account for that day and is paid monthly. Rates for Cash Interest are determined by Edward Jones and are influenced by many factors including Federal Reserve Board policy as well as other market conditions.

How often does Edward Jones send out statements?

Statements and quarterly reports Quarterly reports are posted at the end of each calendar quarter. You can request to receive duplicate copies of (1) any statement generated at the end of each month; (2) the statements generated in March, June, September and December; or (3) the statements generated in December.

How does TLS work?

We keep your information safe through Transport Layer Security (TLS) technology. TLS scrambles the information you enter, such as your user ID and password, before it leaves your computer. This ensures that no one else can read your information as it travels across the Internet from your computer to ours.

What does the padlock on my browser mean?

The small, locked padlock on your web browser (most likely near the address bar). This indicates TLS technology is used.

Sign up

Getting access is easy and takes just a few minutes. Once you're in, we'll give you a quick tour to show you around.

See inside

Preview what you can expect to see in Online Access. We'll break it down for you, section by section.

Sign in

Already signed up? Sign in to see the current status of your accounts and how you're tracking toward your goals.

Take Online Access with you wherever you go

Your goals are always within reach when you have the Edward Jones app. Stay connected to your financial advisor, the market and your Edward Jones accounts – anytime, anywhere.

Which browsers does Citrix support?

Multiple browsers are supported by Citrix. However, for the best experience, the Firm recommends using Internet Explorer or Safari.

Does Jones Day require SecureID?

Connections from the internal Jones Day network do not require SecureID authentication.

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