Edward Jones vs Client Access

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.

Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here. • Your account balances, including your assets and available cash  • Current value of each of your investments • Detailed asset allocation analysis • Documents such as trade confirmations and tax reporting • A secure vault to store financial statements, insurance documents  • A full complement of convenient client tools • Your financial advisor’s contact information Asset allocation does not guarantee a profit nor protect against loss.