Edward Jones Portfolio Program Pricing Groups
Effective November 1, 2019
One of the features of the Edward Jones Portfolio Program is that your Portfolio Program account may be combined with your other Portfolio Program accounts or those of people related to you into what we refer to as a Pricing Group. The combined value of your Pricing Group is used to determine the monthly program fee charged on each of your accounts. By combining accounts into a Pricing Group, the monthly program fees may be reduced.
Edward Jones may change the definition of Pricing Groups on 60 days written notice.
Reduction in total fees payable will only take effect if the "Portfolio Program - Pricing Group Form" is completed and provided in good order by your financial advisor to SEI c/o RBC Investor Services.
Please contact your Edward Jones advisor if you have questions about your Pricing Group.