Text messaging

Stay in touch – and stay secure. It's easy to sign up, and gives you easy access to your Edward Jones team.

Enrol today to text with your financial advisor's office, receive appointment reminders, and access additional account security features.

Two ways to enrol in texting

1. Clients without Online Access: 

Sign up at edwardjones.ca/text and follow the instructions to start texting with your financial advisor. Message and data rates may apply.
 

2. Clients with Online Access:

Follow the instructions below to enrol in texting and to sign up for security alerts or two-step authentication. If you do not need these optional features, you can go to edwardjones.ca/text to sign up for texting only or follow the instructions below to enrol through your Online Access Account.

For clients with Online Access, the texting program provides additional options when it comes to ensuring your account is secure.

  • Security alerts - Receive text alerts for changes to your Online Access email address, password, and/or user ID.
  • Two-step authentication- Receive a special code via text used to authenticate your identity each time you log in to Online Access.

If you have questions or need assistance, please contact Online Access Client Support at (866) 788-4880.

Step 1: Verify your mobile phone

  1. Log-in to Online Access.
  2. Navigate to the "Settings" page and select "Manage" next to Phone/Text.
  3. From the Manage Phone/Text screen, select "Enrol in Texting" which will appear next to any mobile number
  4. Agree to the consent and click "Send Verification Code" at the bottom of the screen. This triggers the verification process for your mobile phone.
  5. Obtain the code sent to your mobile phone, and enter this code on the screen. Select "Complete Verification."
  6. Once the verification is complete, you will receive a welcome text on your verified mobile phone with a short code (an abbreviated phone number) that you can use to text with your financial advisor's office. You can save this short code to your Contacts.

You are now enrolled in Edward Jones Texting!

Note: You can turn off texting at any time through the Settings page > Manage link in the Phone/Text section. You can also reply STOP to a text sent from Edward Jones. Either action will turn off texting as well as text alerts and two-step authentication.

 

Step 2: Set up security alerts

Once the mobile phone number verification is complete, you can enrol in text message alerts. Here's how it works:

  1. Log-in to Online Access.
  2. Navigate to the "Settings" page and select "Manage" next to the Alerts section.
  3. On the "Manage Alerts" page, you can choose any of the following text alerts:
    • Password Change
    • Email Change
    • User ID has been locked
    • User ID has changed
    • Received a secure message
  4. Once preferences are saved, you will receive the respective security alerts on your mobile phone from the designated short code.

Important: These alerts are automated and do not accept responses. Contact Online Access Client Support at (866) 788-4880 with questions.

Note: You can turn off texting and alerts at any time through the Profile section of Online Access click on the arrow in the top menu bar then click > "Communication Preferences" > "Stop receiving texts". You can also reply STOP to a text sent from Edward Jones. Either action will turn off text alerts as well as the ability to text with your financial advisor's office and two-step authentication.

Step 3: Enrol in two-step authentication

Once the mobile phone number verification is complete, you can enrol in two-step authentication. Here's how to enrol:

  1. Log-in to Online Access.
  2. Navigate to the "Settings" page and select "Enrol Now" under the Security Settings section.
  3. Click "Enrol Now", select a mobile phone number and agree to terms and conditions for two-step authentication.

Note: You can turn off two-step authentication at any time through the Settings page > Manage link within the Security Settings section. You can also reply STOP to a text message from Edward Jones. Either action will turn off two-step authentication as well as text alerts and the ability to text with your financial advisor's office.

Types of text you might receive

  • Messages from your Edward Jones office
    Your welcome text will contain the five-digit number you can use to text your Edward Jones team. For easy reference, save the number to your contacts. If you lose the number, you can look it up by going to "Settings" in Online Access and clicking on "Manage" next to the "Phone/Text" section.
    Your entire Edward Jones team will be able to text you and view and respond to your texts. However, the team will have limited access to text outside of business hours, so you may not receive an immediate response, especially in the evening or on weekends.
     
  • Security alerts
    You can choose from five security-related alerts; password change, email change, user ID change and locked user ID (due to too many failed password attempts). Sign up for text alerts by going to "Settings" in Online Access and clicking on "Manage Phone/Text."
     
  • Two-step authentication
    If you use Online Access, you can choose to receive a code via text to confirm your identity when logging in to your account.