Helpful videos for Online Access

We can't wait to connect with you in Online Access! Signing up is easy, and we're happy to walk you through this process step-by-step.

Transcript for the Help Signing up for Online Access video

Signing up for Online Access is easy and helps us connect more online. If you received an invite from your Edward Jones team, click the link in your email to begin sign up. Otherwise, visit edwardjones.com/signup to get started. Start by verifying your identity with your account number, date of birth and the last four digits of your Social Security number. Create a user ID and password. You'll need to follow the security guidelines when creating them. You'll now need to verify your email. If your email address is on file, confirm it's correct, and click "Next." If it's not, enter your email to receive a verification link. Check your email and click the link to verify. Don't see the email? Check your junk or spam folder. Clicking the link in the email takes you back to the sign-up screen. Carefully read the terms and conditions. Click "I have read and agree to the terms," to continue. Select your security preference by signing up for text messaging or setting up security questions. If you sign up for text messaging, enter your mobile number and accept the terms and conditions to receive a security code. Once you receive your one-time use code, enter it to finish the signup process. If you prefer to set up security questions, select and answer three, then click "Complete enrollment." You should now see a welcome screen with a snapshot of your Edward Jones accounts. Still having issues? Contact your Edward Jones team.

Have you forgotten your Online Access password? Luckily, resetting it is a breeze — just follow the simple steps described in this video to help safeguard your account by setting a new password.

Transcript for the Help resetting your password video

If you forget your password, follow these simple steps to reset access to your account. Visit edwardjones.com/login and select "Reset your password." Let us know what your relationship is with Edward Jones by clicking either "I am an Edward Jones client" or "I am not yet a client of Edward Jones." Then click "Continue." Enter your user ID, date of birth and the last four digits of your Social Security number, then "Click continue." Select a delivery method for your authentication code, either text message, phone call, or email. When you receive your six-digit code enter it into the authentication code field and click "Continue." Follow the instructions to create your new password. Still having issues? Contact your Edward Jones team.

Losing or forgetting your Online Access user ID is easy enough to do — and we've made finding your user ID just as simple. This video will guide you through the steps required to recover your user ID.

Transcript for the Help finding your user ID video

Should you forget your user ID, recovering it is simple. Visit edwardjones.com/login and select "Find your user ID." Let us know what your relationship is with Edward Jones by clicking either "I am an Edward Jones client" or "I am not yet a client of Edward Jones." Then click "Continue." Enter your date of birth, the last four digits of your Social Security number and the email address associated with Online Access. Then click "Continue". Your user ID will then be emailed to you. Still having issues? Contact your Edward Jones team.

We prioritize keeping your account secure, which is why we require two-step authentication. This video walks you through how to verify your identity when prompted to complete the two-step authentication process.

Transcript for the Help navigating two-step authentication video

To keep your account secure, we require two-step authentication. We will send you a code at login to verify your identity. Log in to Online Access with your user ID and password at edwardjones.com/login. To receive your security code by text, select "Text me a code." Codes are also available by phone call or email. If you're already signed up for text messaging, we'll text a code to the verified mobile number we have on file. To register a number, select the phone number you would like to use to receive texts, then read and accept the terms and conditions. Once you receive a text with your security code, simply enter it to continue. Choose whether you'd like to remember your device and click "Log in." Still having issues? Contact your Edward Jones team.

Hoping to see a convenient snapshot of your accounts so you can keep track of progress toward your goals? This video will take you through the simple process of viewing and managing your accounts in Online Access.

Transcript for the Help navigating Accounts overview video

You can view and manage your accounts from the Accounts section of Online Access. Each time you log into Online Access, you'll see an overview of your accounts on the Snapshot page. This is also where you can view your account values over time. To go to your accounts, click Accounts in the top menu. At the top of the page, you will see your total account value, which includes outside accounts you shared with us and your Edward Jones account value. Below is an overview of your accounts. To see a more detailed breakdown of recent activity across your accounts, click Activity. Click the individual account you'd like to view. Here, you can see the holdings, performance and activity for that account. To manage the account, click Account Actions and open the drop-down menu. Having any issues? Contact your Edward Jones team.

Part of getting a more complete overview of your financial picture means being able to quickly view your accounts. Watch this video for easy-to-follow instructions to connect accounts you hold outside Edward Jones in Online Access.

Transcript for the Help using the Connect Accounts feature in Online Access video

Connecting accounts you hold outside of Edward Jones in Online Access is an easy and secure way to give you and your financial advisor a more complete view of your financial well-being. Before you get started, you'll need the login information for your outside accounts. Once you've gathered your information, log in to Online Access. Go to the Accounts section, click the Connect Accounts button in the top right to proceed. Select a suggested site or use the search bar to enter a financial institution. When prompted, enter your user ID and password for that account. Edward Jones does not have access to client user ID and password information for outside accounts. To connect your account, click Submit. After a few moments, your outside account will appear in the Accounts section of Online Access. Connect additional accounts at any time. Having any issues? Contact your Edward Jones team.

You're more likely to reach any goal when you track your progress toward it. This video shows how to view and track your goals and explore how small changes could affect them.

To view and track the goals you've set with your financial advisor, visit the Goals section of Online Access. You'll be able to see an overview of your current goals and track your progress. Click a specific goal to see a more detailed breakdown. By clicking "Explore Scenarios," you can try adjusting your inputs and test what ifs to share and discuss with your Financial Advisor. Select any open field to adjust your inputs. For example, click "Add Savings" to add assets to your scenario. Then click "Preview Change" to see how your goal might be affected. Share the scenario with your Financial Advisor in a secure message so you can discuss it together. By working together with your Financial Advisor, you can set additional goals. If the goals you've set are not appearing, you may need to update your risk tolerance. Reach out to your Financial Advisor for guidance. Having any issues? Contact your Edward Jones team.