Helpful videos for Online Access

We can't wait to connect with you in Online Access! Signing up is easy, and we're happy to walk you through this process step-by-step.

Transcript for the Sign up for Online Access video

Online Access comes with many benefits to help you manage your finances wherever you are. You can connect with an advisor, send and receive messages securely, and keep track of your important information.

Follow these simple steps to enrol:

To begin, go to edwardjones.ca using your desktop, tablet, or mobile device.

Click on “Secure Login” and then click “Get Started.”

Now, let's verify your identity. Enter the first eight digits of your account number. Then, enter your date of birth. Finally, enter the last four digits of you SIN number. Click “Next” to continue.

Now it’s time to create your user ID and password. It’s important to create passwords that you can easily remember but are difficult for others to guess. Once you have entered these, click “Next” to continue.

The next step is email verification. If your email address is already on file, it will automatically appear. Confirm it is correct and click "Next." If your email address is not on file, you will be asked to enter and confirm your email address before clicking "Verify Email." Once you receive your verification email, simply click the “Complete Sign up” link. A new window will open for you to log in. Read the “Online Access Terms and Conditions.” Click “I have read and accept the terms."

From here, you can immediately enrol for e-delivery to receive alerts when your important documents are available. To do so, simply select “E-delivery for all my documents.” Then, read through the terms and conditions, and click "I have read and accept the terms" at the bottom of the page.

Next, you will be given the option to select your security preference. You can either enrol in texting or set up security questions. Select "Set Up Security Questions" and then click "Continue." You will be redirected to a page that prompts you to select three security questions and create your answers. When you are done completing all three questions click, "Complete Enrolment."

You are now signed up for Online Access and e-Delivery.

Before we go, let's take a minute to also opt-in for text messaging. Open the “Settings” menu. Go to “Phone/Text” and click “Manage.” Next, select “Enrol in Texting.” Consent to the “Texting Terms and Conditions,” and then click “Send Verification Code.” Once you receive a code on your mobile phone, enter it into the field, and select “Complete the Verification.”

You're done! Check your mobile device for a welcome text message from Edward Jones and your Financial Advisor. Experience all these benefits and more when you enrol for Online Access today.

Once you have signed up for Online Access, learn how to sign up for e-Delivery. Reduce paper mail and make keeping track of your important documents simple.

Transcript for the Sign up for e-Delivery video

e-Delivery reduces paper mail and makes keeping track of important documents simple.

Here’s how you can sign-up for e-Delivery through your Online Access account.

Log in to Online Access at edwardjones.ca/login.

Go to “Settings.” Under "Document Delivery Settings," select "Manage."

Check off the box for "Select e-Delivery for all documents." Read the e-Delivery terms and conditions. Click the box "I have read and accept the terms" at the bottom of the page. Next, click on the "Submit" button.

That’s it, you’re done! You will now receive e-mail notifications when your documents are available. Thank you for selecting e-Delivery.

Forgot your Online Access password? It happens, here is how to reset it.

Forgot your password? It happens, here is how to reset it.

From the Online Access login screen, found at edwardjones.ca/login click on "Forgot User ID or password."

Then select "Reset your Password."

Enter your User ID.

If you are unsure of your User ID, please select "Retrieve your User ID" and complete those steps first.

Next, you will be prompted to enter your Date of Birth. Make sure you enter it starting with the year, followed by month then date.

Next, enter either your full Driver's Licence number or the last four digits of your Social Insurance Number, and then click "Continue."

You'll be asked to select your delivery method. This is so we can send you a six-digit authentication code.

Choose from one of the methods you have available to you. You can have the code sent by text message, voice call or email. If you choose to have the code emailed to you, you'll get an email with the six-digit number authentication code. Once you have your code, enter the six-digit number into the authentication code field and click "Continue."

After you hit "Continue" answer an additional security question and click "Log in."

You'll then need to create a new password.

Your password must be 8-60 characters, with at least two letters, and one number or one special character.

Enter the new password, then retype it in the second box.

If you want to see your password as you type it, click on "Show Password."

Click "Reset Password" when you are finished.

You will then be logged in to your account and will receive an email confirming your password change.

Congratulations, you’re finished! The next time you log in, you will need to use your new password.

Thank you for using Edward Jones Online Access.

Need to change your Online Access password? Just follow these simple steps on your desktop, tablet or mobile device.

Need to change your Online Access password? Just follow these simple steps on your desktop, tablet or mobile device.

From the Canada Online Access login screen found at edwardjones.ca/login, enter your current user ID and password and click "Log in."

Once you are logged in, click "Settings" at the top right of the page.

Under "Online Access Settings" click the button labeled "Change" next to where it says "Password."

Enter your current password.

Choose a new password and enter it.

Keep in mind, your password must be 8-60 characters, with at least two letters and one number or one special character.

Re-type your new password to confirm it, and when you’re finished click "Save."

Congratulations, you have officially changed your password. Next time you login you will need to use your new password.

Want to change your Online Access User ID? No problem, it's easy! Follow these easy steps to learn how.

Want to change your Online Access User ID? No problem, it's easy!

Go edwardjones.ca/login on your desktop, tablet or mobile device.

Enter your User ID and password and click "Log in."

Click on "Settings" at the top right corner of the page.

Under "Online Access Settings" click the "Change" button to the right of where you see your current User ID.

Create a new User ID. Keep in mind that your User ID must be 6-20 characters and be different from your password. It must also be a User ID that is not already in use. Once you have finished entering your new User ID, click "Save."

Congratulations, your new User ID is now saved. You will need to use your new ID from now on when you log in.

Thank you for using Edward Jones Online Access.

Forgot your User ID? That’s alright, finding it is easy. Follow these easy steps to learn how.

From the Online Access login screen found at edwardjones.ca/login, click on “Forgot user ID or password.” 

Then, select “Retrieve your User ID.”

You will be prompted to enter your Date of Birth. Make sure you enter it starting with the year, followed by month, then date.

Next, enter your full driver’s licence number or the last four digits of your Social Insurance Number, and the email address associated with your Online Access account. 

Then, click “Next Step.” You will receive an email with your User ID. 

Click “Return to Log In” to return to the Online Access login screen.

Use your User ID and password to log in.

If you have also forgotten your password, click on “Reset your Password” and follow these steps to reset your password. 

Congratulations, you’re finished! You should now be able to log in with your existing User ID and password.

Thank you for using Edward Jones Online Access.

Creating an account nickname can help you easily differentiate between your Edward Jones accounts at a glance.

To change your account nickname, go to the Canada Online Access login screen found at edwardjones.ca/login. 

Enter your User ID and password and click “Log In.”

Once you are logged in, click on “Settings” near the top right corner of the page. 

On the left side of the screen, under “Account Nicknames”, you will see a list of your current accounts. 

Click “Change.” A pop-up window will open, allowing you to change the nicknames of any of your accounts. 

Under “Nickname,” type in whatever names you want to identify your accounts.

Keep in mind, nicknames must consist of letters or numbers and can only contain the following special characters. 

When you are finished, click “Save.” 

Congratulations, you have changed your account nicknames! The new nicknames should appear immediately on your account summary page.

Thank you for using Edward Jones Online Access.

Want to share your account with someone? Account sharing in Online Access is easy! Go to the Canada Online Access login screen found at edwardjones.ca/login. 

Enter your User ID and password and click “Log In.” 

Once you are logged in, click on “Settings” at the top right corner of the page. 

On the left side of the screen, next to “Account Sharing,” click “Manage,” then click on “Share My Account.” 

Keep in mind, the person you wish to share your account with must be another Online Access user. 

You will be asked to enter the email address of the person you wish to share your account with. Enter the email address again to confirm it. 

You will then be asked to create a 6-digit PIN number. This is a PIN number that you make up. You will need to share this secret PIN with the person you wish to share accounts with. 

Select the accounts that you wish to share and click “Share Account.”

When the recipient logs into their Online Access account, a pop-up window will inform them that someone wants to share an account with them. 

Please note that sharing accounts does not give the recipient joint ownership of your account. It only enables account viewing, allowing them to see account balances, performance and holding details for planning purposes. 

The recipient will be prompted to enter the PIN that you shared with them, then click “Accept.” 

Your account will now be visible on the recipient’s account summary page under “Account Sharing.” Both you and the recipient can cancel account sharing at any time.

To cancel account sharing, click “Manage Account Sharing.” You will see all your shared accounts listed to the right. Click the “Cancel Sharing” button next to any accounts you wish to unshare. 

A pop-up window will ask you to confirm that you wish to stop sharing the selected accounts. Click “Yes.” 

You should no longer see the removed accounts listed under “Shared Accounts.” 

Congratulations, you can now share and unshare accounts! Your account is now visible on the recipient’s account and can be unshared at any time.

Thank you for using Edward Jones Online Access.