Edward Jones is a financial services firm providing comprehensive and personalized investment services.
One of the key features that Edward Jones offers its clients is online access through their EdwardJones login portal at onlineaccess.edwardjones.com.
This secure and user-friendly platform allows clients to monitor their investments, conduct transactions, and communicate with their financial advisors from the comfort of their home or office.
Let’s check out how new clients can log in to their Edward Jones account online.
What is Edward Jones?
Edward Jones is a Fortune 500 firm that offers personalized financial services in the U.S. and Canada.
With nearly 19,000 financial advisors nationwide, Edward Jones is ready to support your retirement, education savings, insurance needs, and more.
The firm operates a secure online platform – onlineaccess.edwardjones.com. It allows clients can log in to monitor their investments, conduct transactions, and communicate with their advisors.
The firm also has physical offices in communities across the country, allowing clients to find financial advisors near them.
Edward Jones has a strong reputation, scoring above average in J.D. Power’s 2021 investor satisfaction study.
They charge a tiered Program Fee starting at 1.35% and a Portfolio Strategy Fee from 0.09%, excluding internal expenses.
These fees are tiered so additional invested assets are subject to lower fees.
But to use all of these features, you should know how to sign in to your Edward Jones account online and navigate through the dashboard.
If you’re a first-time user, you will need to register for online access. Check out the complete registration process below.
How Do I Sign Up for Edward Jones Account?
New clients are required to create an online account to access certain features and benefits of Edward Jones.
Here’s how to register an account in just six steps –
Step 1 – First, go to the Edward Jones sign up page at edwardjones.com/signup.
Step 2 – Enter your 8-digit account number, Date of Birth, and last four digits of your SSN, then click on the Next button.
Step 3 – Create your User ID and Password following the security guide shown right side and hit the Next button.
Step 4 – Verify the email and Hit the Next button.
Step 5 – Check your email and click the verification link.
Step 6 – Accept their terms and conditions, and select your security options. If you select Text Message, enter your mobile number and you will get a six-digit verification code.
Step 7 – Enter that verification code and hit the Complete verification button.
Done, you should now log into your Edward Jones account and see your welcome screen.
Edward Jones Login Steps
Logging into your EJ account online on your desktop is a straightforward process.
Here are the steps:
Step 1 – First, visit the official Edward Jones website at www.edwardjones.com.
Step 2 – Click on the Secure Login button showing in the right side of the main navigation menu or can directly visit edwardjones.com/login page.
Step 3 – It will take you on the Edward Jones Login website at onlineaccess.edwardjones.com.
Step 4 – Enter your User ID and Password in the appropriate fields.
Step 5 – Click on the Log In button to access your account.
Done, you should now get into your Edward Jones account online and start using the different features available in your dashboard.
Forgotten User ID or Password?
Don’t worry if you’ve forgotten your User ID or password. Follow the below steps to reset it in just a few clicks –
If you forgot your password –
Step 1 – First, go to EdwardJones.com/login page or can visit onlineaccess.edwardjones.com.
Step 2 – Click on the Reset Your Password option.
Step 2 – You will be asked two options to confirm your relationship with Edward Jones. Just select the one appropriate option and click on the Continue button.
Step 3 – Enter your User ID, Date of Birth, and the last four digits of your SSN, then click the Continue button.
Step 4 – Now, select your delivery method either a phone call, text message, or email.
Step 5 – You will receive a six-digit authentication code on chosen delivery method. Enter it in the required field and hit the Continue button.
Step 6 – Create a New Password and click the Continue button.
You should have successfully reset your Edward Jones login password. If you are facing any further problems, contact your Edward Jones team.
I Forgot my EdwardJones Online Access User ID – Here’s How To Find It
If you have lost or forgotten your Online Access user ID, you can easily retrieve it by following the steps below.
Step 1 – First, visit the edwardjones.com/login website and click on Find your user ID option.
Step 2 – Confirm your relationship with Edward Jones and click the Continue button.
Step 3 – Enter your DOB, the last four digits of your Social Security Number, and your registered Email ID. Now click on the Continue button.
Step 4 – You will receive your User ID in your inbox, check your email.
In case, if you are still facing issues in finding your Online Access User ID, then contact your EJ’s support team.
Edward Jones Online Access Portal
The Edward Jones secure login portal is designed to provide you with a wealth of information about your investments and financial health.
Here’s what you can expect when you log in:
- Dashboard: The dashboard gives you a snapshot of your account including the current value of your investments and any recent transactions.
- Portfolio Overview: This section provides a detailed view of your investments, allowing you to track their performance over time.
- Statements & Documents: You can access your monthly statements, tax documents, and other important information here.
- Account Services: This feature allows you to update your personal information, set up automatic deposits or withdrawals, and more.
- Messaging Center: Communicate securely with your financial advisor and Edward Jones support staff.
- Market News & Insights: Stay informed with the latest market news, trends, and insights.
Edward Jones Customer Support Contact Details
Edward Jones provides comprehensive customer support to its clients. You can reach them through various channels for any assistance related to your investments or accounts.
Edward Jones Phone Number
For general inquiries or emergencies, you can contact Edward Jones at (800) 441-2357.
If you need assistance specifically with account access, you can call 800-441-5203 available Monday – Friday 7 a.m. – 9 p.m. CT, and Saturday & Sunday 8 a.m. – 4 p.m. CT.
If you prefer to speak directly with their customer service, you can reach them at (314) 515-2000 or (800) 803-3333.
Edward Jones also allows you to send emails for any specific queries related to Online Access at accountaccess[at]edwardjones[dot]com
If you prefer face-to-face interactions, Edward Jones has numerous physical locations. Their headquarters is located at 12555 Manchester Road, Saint Louis, MO 63131.
For online inquiries, you can fill out the contact form on their website.
FAQs about Edward Jones Sign In
To log in to your Edward Jones account, visit onlineaccess.edwardjones.com and enter your User ID and Password in the appropriate fields.
Yes, Edward Jones uses advanced security measures to protect your personal information during the login process. Always ensure that you’re on the official Edward Jones sign in website (onlineaccess.edwardjones.com) before entering your login details.
Yes, Edward Jones offers a mobile app for both iOS and Android devices. You can log in to your account using the same User ID and Password as you would on the website.
If you’re having trouble logging in, try clearing your browser’s cache and cookies, or try logging in from a different browser. If you’re still having issues, contact Edward Jones customer service at 800-441-5203.
Yes, Edward Jones offers two-factor authentication for added security. You can set this up through your account settings after logging in.
Ensure your Edward Jones login credentials are correct. Clear your browser’s cookies, try using a different browser or device, and check that your browser is updated.
Your Edward Jones account may be restricted if there’s a dispute or conflicting instructions between joint owners. This lasts until the dispute is resolved or joint instructions are received.
Online access to your Edward Jones account provides a convenient way to manage your investments and stay connected with your financial advisor.
Whether you’re checking your portfolio balance, reviewing your statements, or looking for market insights, the Edward Jones login portal is a valuable tool in your financial planning journey.