Investing terms and recurring disclosures
As an investor, it’s important to understand investment terminology and to be aware of updates that Edward Jones periodically sends about changes to regulatory information.
- Annual & Semi-Annual Regulatory Notice
- Estimated Annual Income and Estimated Yield
- Important Information About Uninvested Cash in Your Account
- Net Asset Value Rollover Policy
- Notice of Selection Procedures for Partial Redemptions or Calls
- Notice of Unclaimed Property Policy
- Pricing Group
- Statement Disclosures
- Redeposit of Edward Jones-Issued Checks
- Reviewing hypothetical performance (PDF)