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 Help signing 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 Help signing 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.