Making Your Money Easier to Manage

Regardless of your investing experience or the financial goals you hope to achieve, effectively managing day-to-day expenses is a need all investors face. Because we know you have other important priorities, Edward Jones offers simple and secure solutions for staying in control and ensuring that your money is always at work for you.

Here's how:

Manage the Cash Coming In

  • Electronic Funds Transfer (EFT) - Automatically transfer funds from another bank or financial institution for recurring deposits into your Edward Jones account(s).
  • Money Transfer Service - A convenient way to electronically transfer funds same day into your Edward Jones account from another financial institution, such as a bank or credit union.
  • Depositing a Cheque - Cheques for deposit into your Edward Jones account(s) can always be brought or mailed to your local Edward Jones branch office.
  • Online Banking - If you prefer the convenience of banking and paying bills online, you'll also appreciate the ease of making a deposit into your Edward Jones account(s) using your existing bill pay service. Simply choose Edward Jones as payee.

Manage the Cash Going Out

  • Wire Transfer - Electronically transfer funds electronically from your Edward Jones account to another financial institution. There is a $25 fee for this service.
  • Electronic Funds Transfer (EFT) - Automatically transfer funds from your Edward Jones account(s) to another bank or financial institution for recurring disbursements out of your Edward Jones account(s).
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