Check all details about the Edward Jones login, enrollment, ED Jones account access login, account setup, investment services details such as 401(k) Plans, etc in this article. What type of investment services does it provide to all customers? What are the benefits of these services and how to access important services easily?
Table of contents:
- Edward Jones
- What is online access?
- Edward Jones Login
- Edward Jones credit card login
- Edward Jones careers login
- Edward jones near me: Find office/branch location
- Investment services
- Customer Support
- Important links
Edward Jones is a financial services firm that helps customers to plan their investments for the future. Having more than 19000 Financial advisors Ed Jones provides strategic investment support and advisory services which ultimately help its customers to get the maximum out of the investment.
Edward Jones is a 100 years old firm and has around 17000 branch offices in the United States and Canada. Edward Jones financial advisors may share different types of financial products with you which may be fee-based or commission-based products.
Most of their associates live in small towns and do their business. Edward Jones does not believe in firing employees and there were no layoffs in the 2008 crisis and even in the current corona pandemic.
What is online access?
All customers can access the Edward Jones digital platform, Online Access where they can log in and set investment goals related to different criteria such as retirement, education, etc. Customers can keep track of their Goals and different situations that might affect these goals. You will be connected with the team and check your current Goal status and your progress towards achieving your Goal.
Online Access provides the below-mentioned benefits:
- Add new Goals, stay connected with your Goals, track your progress, etc.
- Check your account information and connect with your Financial Advisor.
- Download your account information and tax data, and export that to different tax software.
- Update your personal information, contact details, etc.
- You can access electronic documents, and download and view them.
- Other services such as fund transfer, paying bills, electronically signing documents, etc are also available through online access.
Edward Jones Login
Customers can easily sign-In to the ED Jones online access with the help of the below steps.
There are two ways to access your account.
- Login through the online web portal.
- Login through the mobile app.
1-Login through the ED Jones online web portal:
Step 1: Visit the official ED Jones web portal https://www.edwardjones.com/us-en.
Step 2: Click the Secure Login link located at the top right corner of the desktop website. ED Login form will appear on the screen (as shown below).
Step 3: Enter your User ID and Password in this login form and click the Log-In button. If the user id and password are correct then you will see your online access dashboard page.
2-Login through the ED Jones mobile app:
The first step is to download the official mobile app and after that, you can log in to your account in the mobile app.
Edward Jones app download:
Download the mobile app and enjoy online access anytime anywhere.
You can view your Goal through your fingertips and keep track of your progress every time wherever you go. The mobile app provides a seamless and secure experience with a lot of conveniences. Customers can access the below-mentioned account services through the mobile app.
- Contact your team easily.
- Check an overview of your account and Goal status through the app dashboard.
- Connect any external account to get more clear insights that may be helpful in reaching your Goal.
- Access other services such as document signing, fund transfer, check deposit, etc through a secure way.
Mobile app login process:
- Open the mobile app on your smartphone.
- In the secure login form, enter your user ID and password.
- Press the Log-In button to access your account.
How to recover a lost user ID or password?
If somehow you don’t remember your User ID and Password then you can recover them through the below steps.
Step 1: Open the Edward Jones online access login page.
Step 2: Click the Forgot user ID or password? link located on the login form. You will get the below-mentioned options on the next page.
- Retrieve your User ID
- Reset your Password
Retrieve your User ID:
Select this option to recover your User ID. A User ID recovery form will appear on the screen (as shown below).
Enter your Date of birth (in mm/dd/yyyy format), Social Security Number, and registered email address. After that click the Next Step button. You will get an email including your User ID on your registered email address.
Open your email, You will see your user ID there. Now click the online access link available in the email. You will be redirected to the Edward Jones login page.
Enter your user id and password and click the Log In button. On the next page confirm your identity by completing the one-time password verification step.
Reset your Password:
Select this option to reset your login password. A password reset form will appear on the screen (as shown below).
Enter your User ID, Date of birth, and Social Security Number. Click the Continue button after that.
On the next screen, you will have to choose one of the below-mentioned options to receive a one-time security code.
- Text me a code
- Call me with a code
- Email me a code
Click the Continue button and enter the security code you got through your chosen option and click the login button. On the next screen, you will have to create a new password for your online access account.
How to enroll for Edward Jones online access?
Sign-up for online access and take advantage of all online exclusive services that will help you to achieve your Financial Goals. Sign up process is very easy and can be completed within minutes.
Step 1: Open the official website and click the Secure Login link on the top right side.
Step 2: On the next page, click the Not enrolled in Online Access? Get Started link below the login form. A new member enrollment form will appear on the screen (as shown below).
You may also visit the Sign-up page directly by clicking the https://accountaccess.edwardjones.com/ca-enroll/enrollment-home.action link.
Step 3: On the Sign-up page, enter your account number, Date of birth, and Social Security Number. After that click the Next button.
Step 4: You will have to complete the next steps and you will have your User ID and password for your account.
Edward Jones credit card login
Edward Jones offers Business Plus MasterCard® to individual Business owners. You will get the below-mentioned benefits through this credit card.
- There is no foreign transaction fee.
- As an introductory offer, new customers will get 15,000 Bonus Loyalty Points® after spending $1,000 in eligible net purchases within 90 days of opening your account.
- Customers will get the 0% Intro APR for the first 12 billing cycles on balance transfers. 0% Introductory fee for balances transferred within the first 60 days of account opening.
- 1.5 Loyalty Points® – For every $1 spent on eligible net purchases up to $40,000.
- 2 Loyalty Points® – For every $1 spent on eligible net purchases over $40,000.
- Customers can cash deposit Loyalty points in their Edward Jones account.
- Enjoy Zero Fraud Liability and Cybersecurity/ID Theft Protection.
If you are already using the credit card then you can manage your account through the Edward Jones credit card login link. You can pay your credit card bill, view statements, etc.
Existing clients learn more by logging into Online Access and visiting the Loans & Credit section within the Accounts Tab.
Edward Jones careers login
Apply for the latest job openings offered by Edward Jones and get a successful career opportunity. Edward Jones provides its associates the opportunity to become a partner so that associates will get the maximum rewards for their hard work through the client satisfaction approach.
Most of the profiles at Edward Jones provide an individual contributor role so that you can test your potential and earn the maximum profit.
To find new career opportunities just, log in to the career website and apply for the latest openings.
Edward Jones career login process:
Step 1: Open the ED Jones career website at https://careers.edwardjones.com/.
Step 2: Click the Already getting job alerts? Sign In link is located under the Job Alerts in the top bar.
Step 3: A sign-in page will appear in a popup. Enter your username/Email ID and password in this form and click the Sign In button.
Sign up and create a talent profile:
You may also signup to receive job alerts directly through email. Please check the below steps.
Step 1: Open the Edward Jones career sign-up page at https://careers.edwardjones.com/profile/join/.
Step 2: You will see an online registration form. Fill in your contact information, and education details, and click the Create Profile button.
Step 3: Once you set up your profile, you will receive important job offers in your email.
How to apply for a Job?
Edward Jones is using the BrassRing applicant tracking software for managing their recruitment process. Your job application process will be managed by a customized BrassRing website.
Once you apply for a job you will be redirected to the Brassring portal to sign in. You will have to create a new profile here. You can also use the LinkedIn sign-in option.
You may log in to BrassRing here and check your application status if you have applied for a job. Alternatively, click the Check Candidate Application Status link under the Already Applied? option in the top bar on Edward Jones’s career website.
You may apply for the below types of profiles.
- Experienced financial advisor
- New financial advisor
- Branch office support
- Headquarters positions
- Internship opportunities
Edward jones near me: Find office/branch location
Generally, you will find only two associates in an Edward Jones office, Financial Advisor and a Branch office administrator. So you can find your financial advisor by searching office or branch locations as well.
How to find an Edward Jones Advisor near me?
Edward Jones employs a lot of Financial Advisors working even in small cities to cover all areas in the United States and Canada. You can easily search for a Financial Advisor near your location.
There is a Financial Advisor locator application available on the official website. Please check the below steps to search for a Financial advisor.
Step 1: Open the official website and click the Find a Financial Advisor link located on the top right side.
Step 2: On the next page, you will see a search form (as shown in the below image).
You can search the Financial Advisor through the below-mentioned criteria.
- ZIP code
Step 3: Enter any search term such as city name, city name will populate the search form. Click your city name from the available options and you will get a list of Financial Advisors.
By default, you will get a list for a 50 miles distance. You can filter the distance and choose 5 miles or 10 miles to get a list of the nearest financial advisors and office locations.
You will get the contact details also so that you can immediately connect with any Financial Advisor and fix an appointment. On the right side, you can click the Map view link to view a Google map location of the nearest Edward Jones office/branch so that you can easily visit the nearest branch or office.
- Click the Contact Me link in the Financial Advisor list.
- You will be redirected to a contact form.
- Fill out this contact form by entering your personal details, contact details, financial information, time to contact you, etc, and submit this form.
- The concerned Financial Advisor will contact you soon.
You may also click the Learn More link in the Financial Advisor list to view the complete profile, education details, work history, etc.
Search Financial Advisor through a five-minute quiz:
You may also search the Financial Advisors through a 5-minute quiz. The quiz link is located on the Financial advisor locator page. Click the Take the Edward Jones Match Quiz link and start a 5-minute quiz on the next page.
Based on your answers Edward Jones will determine your current financial status and investing goals and share with you the list of matching Financial Advisors based on your answers.
Edward Jones works with individual investors rather than an institution. There are different types of financial products offered to clients through its Financial Advisors.
If you are a business owner then you will get the benefits of the below-mentioned solutions offered especially for business owners which will help you to manage your retirement, expenses, and more.
1-Solutions for business owners
A SIMPLE IRA allows your employees to contribute to the plan through salary deferrals. You’re also responsible for making contributions to the plan. Consider this plan if:
- You’re looking for a primarily employee-funded plan with low required employer contributions.
- You have 100 or fewer employees who have earned at least $5,000 for the previous year.
- You don’t maintain another retirement plan during any part of the calendar year.
401(k) Plans for your employees:
A 401(k) plan can allow larger deferral options or larger employer contributions than a SIMPLE IRA. This type of plan can be complex, and it requires an administrator for compliance, plan maintenance, record keeping, IRS Form 5500 filing, and required testing.
- Participants can make the maximum salary deferral contribution.
- Participants may elect to make Roth deferral contributions.
- As the employer, you can choose whether to contribute and how much within certain limits.
Safe Harbor 401(k)s
With a Safe Harbor 401(k), as the business owner, you must be willing to make required contributions in the form of a match. Any size business may find these plans attractive, but take a closer look if:
- You have fewer than 25 employees.
- You are open to making required employer contributions.
2-Solution for individual business owners having no employees
SEP IRAs are tax-deductible retirement accounts available to self-employed investors. They’re funded solely by employer contributions. Any size or type of business can benefit from this flexible and inexpensive plan.
Owner-only 401(k) Plan:
The company offers The Edward Jones Owner K®, an owner-only 401(k) plan also called Edward Jones solo 401k is best suited for business owners who do not have employees and work individually. This plan will help individual business owners to maximize their retirement contributions for a secure future.
If you already have access to this plan then you may use Edward Jones 401k login link to view your current Goal status and future prospects.
Owner-only defined benefit plan:
Consider an Edward Jones Owner DB® if you:
- Want to contribute more than $61,000 or 25% of your total compensation
- Are at least 40 years old
- Have relatively stable income, typically over $100,000 annually
Business credit card:
Already explained above.
401(k) rollover options:
If you have a 401(k) and looking for some rollover options then you may directly contact any Edward Jones financial advisor to discuss the available rollover possibilities.
The financial advisor will share all the details about the available 401(k) rollover options at Edward Jones and describe the best outcomes with each option so that you can get the maximum benefit.
You typically have four options for your old 401(k):
- Roll over the money to an Edward Jones Traditional or Roth IRA (Roll it)
- Leave the money in your former employer’s 401(k) plan (Leave it)
- Move the money to your new employer’s 401(k) plan (Move it)
- Cash-out the 401(k) account, which is subject to tax consequences (Take it)
Dedicated customer support is also available for all clients. If there is any financial query related to your Goal or account then you may directly contact your financial advisor.
For any kind of technical support, you can take help through the below-given contact details.
For technical support:
Call (800) 441-5203.
Monday – Friday, 7 a.m. – 9 p.m. CT
Saturday and Sunday, 8 a.m. – 4 p.m. CT
Credit card customer support:
Call 800-558-3424 24/7
|Online access to my account login||https://accountaccess.edwardjones.com/ca-logon/logon.action|
|ED Jones password and user id recovery||https://accountaccess.edwardjones.com/ca-logon/forgot-user-id.action|
|ED Jones Online access enrollment||https://accountaccess.edwardjones.com/ca-enroll/enrollment-home.action|
|Financial Advisor locator page||https://www.edwardjones.com/us-en/search/financial-advisor/results|
|Edward Jones career page||https://careers.edwardjones.com/|
|Edward Jones careers Sign-up||https://careers.edwardjones.com/profile/join/|
|Edward jones credit card login||https://www.edwardjonescreditcard.com/onlineCard/login.do|
|Recover credit card Personal ID||https://www.edwardjonescreditcard.com/onlineCard/publicRetrieveLoginId.do|
If you are a Canadian resident then you may select your country and language from the link available on the top right side of the official website. You may also view the below links for the Edward Jones Canada website.
|Online access to my account login||https://accountaccess.edwardjones.ca/ca-logon/logon.action|
|ED Jones password and user id recovery||https://accountaccess.edwardjones.ca/ca-logon/forgot-user-id.action|
|ED Jones Online access enrollment||https://accountaccess.edwardjones.ca/ca-enroll/enrollment-home.action|
|Financial Advisor locator page||https://www.edwardjones.ca/ca-en/search/financial-advisor/results|
|Edward Jones career page||https://careers.edwardjones.com/en-CA/|
|Edward Jones careers Sign-up||https://careers.edwardjones.com/en-CA/profile/join/|
|Company name||Edward D. Jones & Co.|
|Parent company||The Jones Financial Companies|
|Founded by||Edward David Jones Sr.|
|Number of branches||15000|
|Number of associates||50,000|