Edward Jones Roth IRAs opened before June 9, 2017
View, print or save the most recent version of the complete Roth IRA Agreement:
Related disclosures we provide when you open a Roth IRA:
- Disclosure statement
Read or print the latest version of this document: - Disclosure Statement (PDF)
- Schedule of fees
Read or print the latest version of this document:
Individual Retirement Account Schedule of Fees (PDF) - Privacy Notice (PDF)
- Revenue sharing disclosure
Read or print the latest version of this document:
Revenue Sharing Disclosure (PDF) - Department of Labor (DOL) exemption for uninvested IRA cash balances
The following document contains details on exemptions issued by the Department of Labor from certain restrictions of the Employee Retirement Income Security Act of 1974 and/or the Internal Revenue Code of 1986.
Department of Labor (DOL) Exemption for Uninvested IRA Cash Balances (PDF)