Edward Jones Guided Solutions® Flex Account

You’ll work with your financial advisor to build your portfolio from a selection of investments approved by our research analysts. You’ll make the final decisions on what to buy or sell, with your financial advisor by your side, offering education, advice and recommendations. Because you make the specific investing decisions, Guided Solutions may be appropriate for investors who are accessible and like to be closely involved.

Features at a glance

• Hands-on approach
• Wide range of investments
• Account alerts
• $25,000 minimum

How we build your portfolio together

It's important for us to understand your goals, comfort with risk and the length of time you have to reach your goals. We'll meet with you to discuss this and then work with you to select the portfolio objective that's right for your situation. Using your portfolio objective as a framework, you'll then work closely with your financial advisor to build your portfolio to ensure it aligns to those goals and objectives, and Edward Jones' guidance. The final decision on all buys and sells is yours.

Flexible investment choices

You'll have access to a wide range of eligible investment choices as you build your portfolio, including stocks, exchange-traded funds (ETFs) and mutual funds. Individual bonds and certificates of deposit (CDs) are also available for accounts with $50,000 or more. The initial investment minimum to open an account is $25,000.

Staying on track

With Guided Solutions, you should expect to adjust your portfolio periodically to adapt to your evolving investment needs and stay aligned with our guidance. But you and your financial advisor won't be the only ones monitoring your portfolio. Advanced technology working behind the scenes will help you stay on track to meet your goals. If your portfolio moves outside of the range set by your goals, you'll receive an alert and then you should work with your financial advisor to make adjustments.

How you'll pay for services

The Program Fee begins at 1.35% and the Platform Fee begins at 0.05%. These fees are tiered so additional invested assets are subject to lower fees. The fees do not include internal investment expenses.

The Program Fee includes your financial advisor's services, trading costs, performance reporting, evaluation and selection of investments for the program by Edward Jones research professionals, and other services to keep your account aligned with our guidance. The Platform Fee covers the support and maintenance of accounts on the Edward Jones investment advisory platform, such as trading and risk tools, training and education, and ongoing platform development. The fees do not include the internal expenses of the mutual funds and ETFs you own. Paying an ongoing fee can make expenses more predictable but can be more expensive over time.

For additional details about fees and expenses associated with Edwards Jones Guided Solutions, please see the Program Brochure and Fee Schedule.

Is this account right for you?

Contact an Edward Jones financial advisor today.