Edward Jones: Your Financial Future, Secure and Within Reach

The Edward Jones app allows users to view account holdings, performance, and activity. This includes checking total current value and details for various account types such as Joint Taxable, Single Taxable, and 529 accounts.

Yes, the Edward Jones app supports connecting accounts held outside of Edward Jones. Users can view balances from external checking and savings accounts and manage these connections directly within the app's banking section.

Yes, the Edward Jones app helps users track progress toward their financial goals. It provides a "Probability of Success" overview for different goal categories like Needs, Wants, and Wishes, and allows exploring "what-if" scenarios.

The Edward Jones app enables communication with your Edward Jones team. Users can message team members, call their team directly, or request an appointment with their financial advisor or branch associates through the "Team Information" section.

Yes, the Edward Jones app allows users to deposit checks and transfer funds. Features include depositing checks directly via the app and moving money between accounts, with options to manage accounts and view transfer history.

The Edward Jones app incorporates built-in security features to protect user information. This ensures that financial data and personal details remain secure while using the app for account management and transactions.