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    Edward Jones icon

    Edward Jones

    Hidden Gem

    Manage your Edward Jones accounts on the go. View holdings, track goals, message advisors, deposit checks, and transfer funds securely.

    finance
    4.8
    N/A
    iOS
    Free
    Honest Take

    + Users praise the dedicated, knowledgeable financial advisors and strong long-term client relationships.

    Users report significant issues with external account connections, including inability to delete and duplicated entries.

    This page contains affiliate links. Learn more

    Screenshots

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    About Edward Jones

    Overview

    The Edward Jones mobile app provides a secure and convenient way for clients to manage their financial life directly from their smartphone or tablet. Designed to offer comprehensive access to investment information and services, the app allows users to stay informed about their portfolios and progress towards their financial goals. It serves as a digital extension of the Edward Jones advisory experience, bringing key functionalities typically accessed through a financial advisor directly to the user's fingertips.

    This finance category app simplifies the process of monitoring investments, understanding account activity, and engaging with their Edward Jones team. By integrating features for viewing holdings, tracking performance, and facilitating secure communication, the app aims to empower users with better control and clearer insights into their financial standing, whether they're at home or on the go. It also enhances the client-advisor relationship by providing dedicated channels for secure messaging and document sharing.

    Key Features

    • Account Overview: Users can view detailed information about their account holdings, investment performance, transaction activity, and other essential financial data in one place.
    • External Account Connection: The app allows clients to link and view balances from accounts held outside of Edward Jones, providing a holistic view of their overall financial landscape.
    • Goal Tracking: Clients can actively monitor their progress toward established financial goals, helping them stay on track with their long-term plans.
    • Secure Communication: The app provides a secure messaging platform for clients to communicate directly with their Edward Jones financial team, facilitating timely advice and support.
    • Document Sharing: Users can securely share important documents with their Edward Jones team, streamlining administrative tasks and information exchange.
    • Check Deposit & Fund Transfer: The app enables convenient mobile check deposits and allows users to transfer funds, adding practical banking-like functionalities.
    • Document Access & Signing: Clients can view and securely sign documents related to their Edward Jones accounts directly within the app, enhancing convenience and efficiency.

    Who It's For

    The Edward Jones mobile app is primarily designed for existing Edward Jones clients who wish to actively monitor their investments, track financial goals, and communicate with their financial advisor on the go. It is ideal for individuals seeking a secure and integrated digital platform to manage their personal financial portfolios and streamline their interactions with their Edward Jones team.

    Key Features

    View your account holdings, performance, activity and more
    Connect accounts to view balances held outside of Edward Jones
    Track progress toward your goals
    Message and share documents with your Edward Jones team
    Deposit checks and transfer funds

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