Four ways to connect with your Edward Jones financial advisor

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At Edward Jones, we know that every investor is different, which is why we offer many ways to work together. Through our digital options, we provide you the technology to stay in touch and in control of your finances when, where and how you want. Here are four ways that we make it easier to connect with your Edward Jones advisor and your accounts.

  1. Online Access (Secure Website) - With Online Access, you get secure and personalized access to your financial information. As an Online Access user, you can view current & historical documents, view and share documents and messages with your Edward Jones advisor, sign up for e-Delivery, create watch lists for stocks you want to follow, and much more.
  2. Mobile App - Many Canadians don't leave their home without their mobile device. With the Edward Jones mobile app, available for iOS and Android devices, you can access your account information in a personalized and convenient way, whether at home or on-the-go.
  3. Text Messaging - Your relationship with your advisor is a personal one, which is why we offer the ability to text with your branch team. You can also receive appointment reminders and text alerts* when there are changes to your Online Access email address, password and/or User ID.
  4. Web Conference - Time and distance shouldn't be a factor when it comes to connecting personally with your Edward Jones advisor. That's why we offer web conferencing on your computer or tablet. When you meet face-to-face with your advisor on web conference, you can maximize your time and catch up on your financial progress and view personalized reports real-time.

Talk to your Edward Jones advisor today about how you can personalize your experience with our digital services.

Important information:

* Available for Online Access users only.