Investing terms and recurring disclosures

As an investor, it’s important to understand investment terminology and to be aware of updates that Edward Jones periodically sends about changes to regulatory information.

• Annual & Semi-Annual Regulatory Notice
• Estimated Annual Income and Estimated Yield
• Important information about uninvested cash in your account
• Net Asset Value rollover policy
• Notice of selection procedures for partial redemptions or calls
• Notice of unclaimed property policy
• Pricing Group
• Refinitiv
• Statement disclosures
• Redeposit of Edward Jones issued checks
• Reviewing hypothetical performance (PDF)