A Closer Look at Edward Jones Digital Solutions
You can choose how to work with your financial advisor. Here are a few options.
By: Edward Jones
Communicate on your terms
How you connect is up to you – we offer multiple choices when it comes to staying in touch with your branch team. Pick what works best for you, and if that changes, make adjustments in Online Access or just let your branch team know and they can help.
• Web conferencing:
• Secure Message: Use our two-way messaging system to exchange confidential, account-specific information and documents electronically. It makes it easier to work together between appointments
• Texting: You and your financial advisor can communicate easier than ever via text. You can also sign up for text alerts regarding your account security.
• Mobile App: Access to market information and your account is available anytime, anywhere. Get information about Edward Jones and your accounts from your smartphone or other mobile device.
Options for accessing your account online
We provide the technology to allow you to do what you need to do when you need to do it. However you prefer to do so, we have you covered.
• E-delivery: Choose which paperwork that you'd like to receive electronically – whether it's your statement, trade confirmations, tax forms or other documents.
• Transfer Money Easily: You have multiple options when it comes to managing your financial life – from paying bills to moving money in and out of your Edward Jones accounts.
• Online Bill Pay
• Transferring Funds Electronically
• Mobile Check Deposit
• Direct Deposit
If you're an avid follower of the markets, be sure to visit our Market News and Guidance section. There you'll find the daily market recap, week in review, market perspective commentary, quarterly market updates and more. You can even build your own stock watch list to keep up on specific investments you own or follow.
If you're looking for more guidance on financial topics and "how-tos" be sure to follow us on Twitter, Facebook or LinkedIn so that this content will show up in your feed. Or if video is your medium of choice, find both market-related news and financial content on our YouTube channel: https://www.youtube.com/
Built to deliver choices
We understand each investor has different preferences when it comes to how they want to interact with their financial advisor, in person and online. And as a firm, we're built to deliver those choices.
Edward Jones - Mae Luchetti