Online services

Online Access 

Terms and Conditions

The following document describes the terms and conditions that govern your access to and use of Edward Jones Online Access and the services and information contained therein:

Display of account information in Edward Jones Online Account Access

How account information is valued in Online Access

Investment positions reflected in Edward Jones Online Access are current as of the market close on the previous business day and are typically updated throughout the day to reflect any account activity made since that time. The estimated current value of stocks is calculated by multiplying the current number of shares in the account by a stock quote. As an industry practice, mutual funds are priced only once per day, typically in the evening following market close. Most fixed income prices are updated on market days. However some fixed income securities are priced on a less frequent basis, such as when monthly account statements are generated. Values for many fixed income securities, such as bonds, are estimates based on coupon rate and credit rating, and may not represent the actual transaction price. Account value is estimated as the prices used to value your securities are provided by an outside service and may not represent exact market prices. Your estimated current values don't include accrued interest or dividends and for some investments don't reflect applicable commissions, fees and other charges. Edward Jones can't guarantee the accuracy of such values; if you need the exact price, contact your financial advisor.

Transaction/Settlement dates

Investment transactions may generally appear in Edward Jones Online Access on the day of the actual trade date with the exception of the purchase or sale of securities that are not typically priced during the trading day, such as mutual funds and fixed income products. However, your cash balance affected by investment transactions may remain unchanged in Online Access until the third business day following the actual trade date.

Terminology:

  • Value one year ago
    This is the value of your account at the end of the statement month one year ago. The statement month typically ends on the last day of the calendar month. The value of your account one year ago is net of any margin loan against the securities in the account at the time.
  • Value of your accounts over time
    This represents the statement month-end value of your account(s) for the past five years. The "statement month" is the time-period used on your Edward Jones account statement and typically ends on the last day of the calendar month. The value of your account one year ago includes any margin loan you held on your account at the time.
  • Your positions held outside Edward Jones
    Some products, such as mutual funds may be held by a company outside of Edward Jones. Balances for such products are provided for your information only to give an overall view of your investments with Edward Jones. CIPF coverage isn't extended to assets held outside the custody of Edward Jones. Refer to the statement received directly from these companies for details.

E-Delivery 

Terms and Conditions

The following document describes the terms and conditions that govern your receipt of certain account-related information via electronic delivery:

Texting 

Terms and Conditions

The following documents describe the terms and conditions that govern your sending of texts to and receipt of texts from Edward Jones: