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About Edward Jones
Manage your financial life with Edward Jones, the investment app that keeps your accounts, goals, and documents in one place.
Access your account holdings, performance, and activity instantly. View balances from accounts held outside Edward Jones alongside your investments to track your complete financial picture. Monitor your progress toward savings and investment goals, and deposit checks or transfer funds directly from your phone.
Stay aligned with your financial team by messaging them and sharing documents related to your accounts. View and sign important account documents whenever you need to.
Built-in security protects your sensitive information throughout the app, so you can manage your money with confidence. Edward Jones gives you the tools to stay on top of your finances from anywhere.
Pros & Cons
Pros
- Consolidate external accounts and Edward Jones holdings in one dashboard
- Mobile check deposit and fund transfers reduce trips to branches
- Direct messaging with your financial advisor keeps communication centralized
- Built-in security protects sensitive financial data throughout the app
Cons
- Requires account sign-in and identity verification before any use
- Limited to viewing external accounts; cannot manage them directly
- Relies on internet connection for real-time account data and transfers
- Only available on Android; no iOS or desktop web version
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