Guides and how tos

On this page:

1. User Guides
2. Online Access FAQ
3. Glossary of terms

User Guides

For the NEW Online Access: 

• The Complete Online Access User Guide (PDF)
• Forgotten user ID & password (PDF)
• Sign up for Online Access - by invitation or on your own (PDF)
• Enrol in e-delivery (PDF)

Account features

• Account sharing user guide (PDF)
• Adding/updating phone number user guide (PDF)
• Secure Document Exchange user guide (PDF)
• Text messaging (PDF)

Online Access FAQ

Get answers to common questions about using Online Access, your accounts, statements, login details and security.
 

Your accounts

Managing your sign-in and profile

Using the site

Offbook accounts and positions held outside Edward Jones

Security and privacy

Glossary of terms

Find definitions for the financial terms and account features you encounter as you manage your investments online.
 

Online Access glossary

Quotes and watch lists glossary