Stay connected with your financial goals – anytime, anywhere – with our Edward Jones app.
Your financial information is at your fingertips with features allowing you to:
• View your account holdings, performance, activity and more
• Connect accounts to view balances held outside of Edward Jones
• Track progress toward your goals
• Message and share documents with your Edward Jones team
• Deposit checks and transfer funds
• View and sign documents related to your Edward Jones accounts
Also, security is built in to ensure your information is protected.
You can now select from various preset time frames or enter a custom time frame when viewing your Performance graph in the account detail screen.
Ratings and Reviews
May 2022 Upgrade
May 2022 review…I am revising my rating because the latest update has brought back my favorite feature. It’s a graph that shows Value Over Time of the total of all my investment accounts over a time period of 1-5 years. Kudos!
2021 review…This app seems geared for users that are planning for retirement. As someone currently living in the retirement years, I don’t have an interest in the goals section but it’s very prominent and there is no way to turn it off. This upgrade has also done away with my favorite feature which was the graph that showed performance history of the total of all my Edward Jones investments. I can still see the performance of individual accounts, but I can’t find the summary graph anywhere. It’s just gone.
Ive been waiting for awhile to see a more modern looking mobile application from Edward Jones. Needless to say they’ve knocked it out of the park with this new application. It’s so much more simplified, looks much cleaner, and allows me to integrate my external accounts to see my entire portfolio in a single dashboard as it relates to my overall financial goals. I also love the ability to communicate and send docs securely to my advisor.
This has to be the worst app change in the history of app changes. You have made your app worse by leaps and bounds and are pretending your users like it. It makes Edward Jones look bad generally. Not sure who your target audience was, but it wasn’t me or the many other users I’ve talked to. Your clearly unconcerned about your clients feelings on how they view and manage the assets they hold with you. I even accidentally sent a note to your legal department and their reply was embarrassing (don’t let legal respond to your customers, generally a bad idea). We have all given the app enough time, it’s as bad as it was when it was first released. One example of many, why can I now only see one aspect of my stock holding, why would you make it so I have to use some silly swipe at the top to change from one metric to another? Really?!?! Please, make some dramatic changes, use different design people, talk to clients, something, but make a change!
Data Linked to You
The following data may be collected and linked to your identity:
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- User Content
- Usage Data
- Sensitive Info
Privacy practices may vary, for example, based on the features you use or your age. Learn More
- Edward D. Jones & Co., L.P.
- 75.4 MB
- Requires iOS 13.2 or later.
- Requires iPadOS 13.2 or later.
- iPod touch
- Requires iOS 13.2 or later.
- Age Rating
- © 2021 Edward D. Jones & Co., L.P.