Owner K® and Pooled Plans
View, print or save the most recent version of the complete Owner K®1 and Pooled Plans2 Agreement:
Related disclosures we provide when you open an Owner K® or Pooled Plan account:
Important information:
1 If your Owner K® account is also governed by the Edward Jones Select Retirement Account® Client Services Agreement, please see Select Retirement Account Client Services Agreement.
2 For Pooled Plans in a transaction-based account opened before June 9, 2017, which are governed by a separate Edward Jones Retirement Account Agreement, please see Edward Jones Retirement Account Agreement.