Want to learn how to login to your Edward Jones account online?
Then you’re in the right place.
Because today I’m going to show you the exact process that I use to access Edward Jones on laptops and desktops, as well as on mobile devices via the Edward Jones app.
The best part?
All you need is an internet connection and a web browser.
And as a bonus, I’m also going to show you how to access your Edward Jones credit card account so you can view your statements online, analyze your spending, and more.
But before we get into all of that, let’s take a look at what Edward Jones is all about – what they offer, who they serve, and what you can expect from them.
What is Edward Jones?
Financial services giant Edward Jones Investments is one of the world’s largest privately held financial services firms. They offer a personal approach to investing with thousands of financial advisors that are ready to help take care of your retirement, education savings, and insurance needs.
More specifically, the St. Louis, Missouri-based company focuses on helping individual investors, business owners, and entrepreneurs reach their financial goals through a thoughtful approach to investing and financial advice. The Edward Jones team, which consists of more than 19,000 financial advisors spread across the United States and Canada, currently helps manage over $1.6 trillion in client assets.
Besides offering financial planning services like retirement planning, education planning, and estate planning, the company also provides products like mutual funds and ETFs, which are designed to help Edward Jones clients spend less time worrying about money.
No matter which Edward Jones investment product you choose, they can all be passively managed or actively managed to help guard your assets against losses and keep you on track towards your financial goals.
According to the Edward Jones website, no matter how the mutual fund is managed, you typically earn money in one of the following three ways:
- Dividends and Interests
- Capital Gains
- Fund Share Price Increase
If you’re interested, you can learn more about the company by reaching out to an Edward Jones financial advisor or by signing up for the financial investment firm’s newsletter, which apart from providing wealth management tips also offers their perspective on the markets, the economy and more.
With that being said, now let’s move on to what you came for, the Edward Jones login guide.
Edward Jones Account Access: Step-by-Step Login Instructions
- Go to the company’s official login page: https://accountaccess.edwardjones.com/ca-logon/logon.action.
- Once you’re on the Edward Jones online access page, enter your ID in the “User ID” field.
- The next step is to type your password in the indicated field.
- The last thing you need to do to is click on the yellow button that says “Log In.”
Click on the forgot User ID or Password? link if you can’t access your account and follow the on page instructions to retrieve your sign in credentials.
Additionally, if you’re on the go, you can use your phone’s mobile web browser or the app to get into your account as well.
The Edward Jones app allows you to sign in from virtually anywhere to safely and securely access your accounts. You can use the app to transfer funds, sign documents, deposit checks, communicate with your Edward Jones team, and more on-the-go. In short, it puts all your financial information right at your fingertips.
The EJ app is available for iOS and Android and you can download it here.
Edward Jones Credit Card Account Access – Step by Step
To check your account activity, periodic account statements, and more, simply click on the official link and then follow the steps below.
- Enter your personal ID.
- Click “Continue.”
- Answer your ID shield question and click “Next.”
- Follow the on-page instructions.
That’s all there is to it folks. Now you can access your Edward Jones account at any time from any place.
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