You're more likely to reach any goal when you track your progress toward it. The Edward Jones app puts your financial information at your fingertips, so you'll always know where you stand on your journey toward reaching your goals.
Download the app and sign in from virtually anywhere to safely and securely:
- View a snapshot of your accounts, plus details about holdings and activity
- Track progress toward your goals
- Communicate with your Edward Jones team
- Connect accounts you hold outside of Edward Jones for a more complete picture of your financial well-being
- Plus all the things you expect, like being able to transfer funds, pay bills online, electronically sign documents, deposit checks and more
This update includes minor bug fixes and improvements to the user experience.
Ratings and Reviews
Redesign is nice but removed features
The new redesign looks great and brings a few improvements, but it removed two of the features that I looked at the most often. First, on the front page used to be a graph that showed the total over time of all your Edward Jones accounts. Now this is gone and nowhere to be found. And second, while there’s still an individual graph for each account that you can go in and look it, it only shows the total balance for the account over time; it used to show the total balance AND how much you’ve added/withdrawn over time, so you could actually see how much your investments have returned/lost over time. Now this insight is gone.
I hope both of these features will be returned soon.
Not liking upgrade
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.
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.
- 69.2 MB
- Requires iOS 12.0 or later.
- Requires iPadOS 12.0 or later.
- iPod touch
- Requires iOS 12.0 or later.
English, French, Hebrew
- Age Rating
- © 2021 Edward D. Jones & Co., L.P.
With Family Sharing set up, up to six family members can use this app.