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.
This update includes minor bug fixes and improvements to the user experience.
Ratings and Reviews
I recently had a change in advisor notice said to me. Steven is my new advisor, I reached out and he set up an appointment for me to discuss my account. Over the past few days to a week I have had more corrections, options, etc. all of these options I was not aware of, and I was a beneficiary of my wife’s account. So I really want to thank Steven and let the company know that with advisers such as him, he customers can expect top flight service. Thankfully I didn’t miss anything over the past year, as far as benefits or loss of funds, etc. so I’m really appreciative of all the information and service that I have received over this past week. And again I had no idea.
So I really wanna thank Steven and his team for great work on my account. And thank the company Edward Jones. Signed, Frank Goldschmidt
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.
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.
- 67 MB
- Requires iOS 14.0 or later.
- Requires iPadOS 14.0 or later.
- iPod touch
- Requires iOS 14.0 or later.
- Age Rating
- © 2021 Edward D. Jones & Co., L.P.