Account agreements

Not sure which account type(s) you have? Check with your financial advisor.

Client Account Agreements

• Account Agreement and Other Disclosures (PDF)
• Relationship Disclosure (PDF)

Individual Retirement Account Disclosures

• Declaration of Trust (PDF) RSP, Spousal RSP and LIRA/LRSP 
• Declaration of Trust (PDF) TFSA 
• Declaration of Trust (PDF) LIF, LRIF, RLIF, PRIF 
• Ontario Addendum for a Locked-in Retirement Account (PDF) LIRA 
• Ontario Addendum for a Locked-in Income Fund (PDF) LIF 
• Alberta Addendum for a Locked-in Retirement Account (PDF) LIRA 
• Alberta Addendum for Life Income Fund (PDF) LIF
• British Columbia for a Locked-in Retirement Account (PDF) LIRA
• British Columbia for Life Income Fund (PDF) LIF
• Schedule 4: Nova Scotia LIF Addendum (PDF) LIF - for all accounts opened prior to April 1, 2025.
• Schedule 4A: Nova Scotia LIF Addendum (PDF) LIF - for all accounts opened April 1, 2025 and later.

Investment Advisory Program Agreements

• Edward Jones Guided Portfolios Client Agreement (PDF)
• Edward Jones Portfolio Program® Client Agreement (PDF)