Edward Jones Unclaimed

Flexibly manage a variety of investments while gifting options are available.

Choose from various retirement accounts tailored to your financial goals.

Easily save for future education costs with tax benefits and flexible options.

Conveniently manage your banking, borrowing, and investing in one seamless platform.

Conveniently manage your financial goals with comprehensive online services.

Develop personalized portfolios with effective asset management and patent protection.

Optimize and maintain your investment portfolio with automated rebalancing.

Offers essential continuing education for tax and legal professionals through informative webinars.

Offers FDIC-insured banking solutions to enhance financial service delivery.

Advisory and investment management for individual clients, covering portfolio construction, rebalancing, brokerage accounts and advisor-led financial planning delivered through local advisors and digital channels.

Tax-advantaged and taxable retirement account offerings and advisory guidance to plan, save, and manage income in retirement.

Tax-advantaged college savings and gifting options designed to accumulate and manage funds for future education expenses.

FDIC-insured banking, deposit, lending and digital account capabilities including mobile check deposit, online account access, e-signature and online bill pay.

Webinar-delivered continuing education and training for tax, legal, and finance professionals providing CE/CLE credits and supporting educational materials.

Edward Jones Select Account

Edward Jones Select Account is a non-retirement brokerage account that provides access to a range of investment choices and flexibility in how you manage them.

• Utilize Non-retirement Account
  Manage investments without the constraints of retirement account rules, offering greater liquidity and control.
• Access Diverse Investments
  Select from a variety of assets, including stocks, bonds, and mutual funds tailored to your investment strategy.
• Manage Investments Flexibly
  Enjoy the ability to tailor your investment approach based on changing goals and market conditions.
• Gift Investments to Minors
  Facilitate investment gifts to minors, encouraging early financial literacy and growth.
• Set Up Systematic Investments
  Allows investors to automate their contributions, making it easier to stick to investment plans.

Retirement Accounts

Edward Jones offers many types of retirement accounts and can help you understand the differences to choose what makes sense for your financial goals and investing strategy.

• Receive Personalized Guidance
  Get tailored advice from Edward Jones financial advisors to navigate retirement account options effectively.
• Explore Diverse Account Options
  Access different types of accounts including IRAs and 401(k)s designed to meet your individual retirement needs.
• Capitalize on Tax Advantages
  Maximize your retirement savings through tax benefits associated with various retirement accounts.
• Adapt Your Investments
  Adjust investment strategies based on changing market conditions and personal financial situations.
• Access Funds If Needed
  Understand your options for accessing funds in emergencies without heavy penalties when applicable.

529 Education Savings Plans

529 education savings plans are flexible, tax-advantaged accounts designed to help you set aside money for future college costs.

• Enjoys Tax-Free Growth
  Earnings grow tax-free and withdrawals for qualified education expenses are also tax-free, maximizing savings.
• Offers Customizable Saving Strategies
  Allows account holders to tailor their 529 plans to fit their specific savings goals and timelines.
• Reduces State Tax Burden
  In many states, contributions to a 529 plan can reduce your taxable income for the state income tax.
• Diversify Investments
  Investors can select from various portfolios, including conservative to aggressive options depending on investment goals.

Banking and Lending

A comprehensive view of your banking, borrowing, and long-term investing can deliver clarity and convenience to your financial life.

• Streamlines Financial Management
  This feature allows clients to view and manage all financial activities from a unified interface, simplifying both decision-making and financial planning.
• Provides Tailored Banking Solutions
  Clients can access personalized banking and lending solutions that integrate with their investment strategies, enhancing overall financial management.
• Deposit Checks Anywhere
  Clients can deposit checks conveniently using the Edward Jones mobile app, providing enhanced flexibility and access to funds.
• Simplifies Bill Payments
  Clients can manage and pay expenses seamlessly within Online Access, ensuring timely payments and reducing manual processes.
• Facilitates Quick Transactions
  The e-signature feature allows clients to quickly and securely finalize important documents, streamlining the process of account management.

Online Services

Online services including online access, mobile app, e-delivery, and tools to link external accounts and process payments and deposits.

• Track Goals Anytime, Anywhere
  Sign in from virtually anywhere to safely and securely access your Edward Jones accounts and goals.
• Deposit Checks Remotely
  Depositing checks with Edward Jones is easy, secure, and can be done almost anywhere.
• Reduce Paper Usage
  Easily access important documents and minimize the hassle of paper billing.
• Transfer Funds Quickly
  Easily move money between accounts without hassles.
• Pay Bills Online
  Easily pay bills using Online Access to streamline your finances.
• Stay Informed with Alerts
  Get real-time notifications and alerts regarding your accounts through email and text.
• Connect External Accounts
  Effortlessly manage all your financial accounts in one place.
• Utilize Investment Credit
  Access a reserve line of credit as needed for financial flexibility.

Portfolio Builder

Portfolio Builder is described with patent protection (US 8,732,059), with additional patents pending in the United States and Canada.

• Provides Legal Protection
  The patent ensures that the unique features of the Portfolio Builder are legally protected, offering clients a distinct advantage in the market.
• Enhances Income Management
  The upcoming patent for the Income Managed Account reflects innovative management strategies that enhance income generation for clients.
• Facilitates Investment Selection
  The pending patent for the Portfolio Screener indicates advanced tools for efficiently selecting investments that align with client goals.

Portfolio Rebalancer

Portfolio Rebalancer is described with patent protection (US 8,930,250), with patents pending in the United States and Canada.

• Provides Patent Protection
  Ensures that the technology and methodology behind Portfolio Rebalancer are uniquely protected, giving it a competitive edge in the market.
• Expands Market Opportunity
  Patents pending in additional regions may open up new markets and enhance product credibility, further supporting customer trust.

All-Star Tax Series

Edward Jones sponsors continuing education opportunities for tax and legal professionals through All-Star Tax Series, produced by All-Star Tax Series, LLC and delivered via webinar.

• Attend Live Webinars
  Join live webinars to interact with experts and gain real-time insights on tax-related topics.
• Earn Professional Credits
  Receive credit towards professional certification and licensing requirements for tax and legal professionals.
• Access Diverse Topics
  Explore a range of timely tax topics, including IRS updates and planning strategies for various circumstances.
• Get Personalized Support
  Consult with advisors for tailored information about relevant educational opportunities.
• Receive Complimentary Materials
  Gain valuable resources to aid in understanding tax laws and best practices.

Edward Jones Bank

Edward Jones Bank is Edward Jones’ FDIC-insured banking platform, expanding the firm’s ability to provide in-house banking services.

• Ensures Protected Deposits
  Clients' deposits are insured by the FDIC, providing assurance and security for their funds.
• Enhances Client Service
  Integrates banking services into client interactions for a seamless financial experience.
• Facilitates Easy Account Management
  Clients can track their banking activities and manage their finances conveniently from anywhere.
• Offers Convenient Deposit Options
  Clients can easily deposit checks from their mobile device, enhancing flexibility and access.
• Keeps Clients Informed
  Text alerts keep clients updated on transactions and important account activities.