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Tired of paper statements cluttering your mailbox and filing cabinets? Wish you could access your Edward Jones investment documents instantly from anywhere? You're in the right place! Going paperless with Edward Jones is a smart move for convenience, security, and even the environment.
Let's dive into the step-by-step process of transitioning your Edward Jones account to a paperless system. By the end of this guide, you'll be well on your way to a more streamlined and efficient financial life.
The Benefits of Embracing a Paperless System
Before we get to the "how-to," let's quickly underscore why going paperless is so beneficial:
Tip: Rest your eyes, then continue.
- Convenience: Access your statements, tax forms, trade confirmations, and other important documents anytime, anywhere, with just a few clicks. No more waiting for mail delivery!
- Security: Digital documents are less susceptible to getting lost, stolen from your mailbox, or damaged in natural disasters. Edward Jones uses secure online access with features like two-step authentication to protect your information.
- Organization: Say goodbye to stacks of paper. All your documents are neatly organized and searchable within your Edward Jones Online Access.
- Environmental Impact: Reduce your carbon footprint by minimizing paper consumption and mail delivery. It's a small but meaningful way to contribute to a greener planet.
- Speed: Receive notifications as soon as new documents are available, rather than waiting for them to arrive by postal mail. This means faster access to critical financial information.
Ready to make the switch? Let's get started!
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| How To Go Paperless With Edward Jones |
Step 1: Confirm Your Edward Jones Online Access
- First things first: Do you already have an Edward Jones Online Access account? This is the foundation for going paperless. If you do, great! Skip to Step 2.
- If not, no worries at all! Setting it up is simple. Edward Jones Online Access allows you to view your accounts, track your progress, communicate with your financial advisor, and manage your e-delivery preferences.
Sub-step 1.1: Signing Up for Edward Jones Online Access (if needed)
- Visit the Edward Jones Website: Navigate to the official Edward Jones website (
www.edwardjones.com - Locate the "Online Access" or "Sign Up" Link: You'll usually find this prominently displayed on the homepage, often in the top right corner. Look for something like "Log In" or "Sign Up for Online Access."
- Initiate the Enrollment Process: Click on the sign-up link. You'll likely be prompted to provide some personal information to verify your identity and link your accounts. This may include:
- Your Edward Jones account number (typically found on a past statement).
- Your date of birth.
- The last four digits of your Social Security Number (for U.S. residents).
- Other verification questions.
- Create Your User ID and Password: Choose a unique User ID and a strong password that meets Edward Jones' security requirements (usually a combination of uppercase and lowercase letters, numbers, and special characters). Remember to keep this information secure!
- Set Up Security Questions: You'll be asked to select and answer a few security questions. These are crucial for verifying your identity if you ever forget your password.
- Review and Accept Terms and Conditions: Read through the Online Access terms and conditions carefully before accepting them.
- Confirm Your Email Address: Edward Jones will likely send a confirmation email to the address you provided. You'll need to click a link in this email to activate your account and verify your email. This is an essential step for receiving e-delivery notifications later.
Step 2: Log In to Your Edward Jones Online Access
- Now that you have your Online Access set up, or if you already had it, it's time to log in.
- Go to the Edward Jones Login Page: Visit
www.edwardjones.com - Enter Your User ID and Password: Input the User ID and password you created (or already use) for your Edward Jones Online Access.
- Complete Two-Step Authentication (if prompted): For enhanced security, Edward Jones often utilizes two-step authentication. This means after entering your password, you might receive a unique code via email, text message, or phone call that you'll need to enter to complete your login. Always ensure this is a legitimate request from Edward Jones.
Step 3: Navigate to Document Delivery Options
- Once you're successfully logged into your Online Access, you'll need to find the section dedicated to document delivery preferences.
- Locate the "Documents" Section: Look for a tab or menu option labeled "Documents" or "Statements & Reports." This is usually found in the main navigation bar or a sidebar menu within your online account.
- Find "Delivery Options" or "E-delivery Settings": Within the "Documents" section, you should see an option specifically for managing your document delivery preferences. It might be called "Delivery Options," "E-delivery Settings," or "Go Paperless." Click on this link.
Step 4: Select Your E-delivery Preferences
- This is where you tell Edward Jones which documents you want to receive electronically instead of by mail.
- Choose Accounts: If you have multiple accounts with Edward Jones, you'll likely have the option to select which accounts you want to go paperless for. You might be able to choose "Select e-Delivery for all documents" or customize your preferences by individual account.
- Specify Document Types: Edward Jones typically allows you to go paperless for various document types, including:
- Account Statements and Reports: This is one of the most common reasons to go paperless.
- Tax Forms: (e.g., 1099s).
- Trade Confirmations and Regulatory Documents: These detail your investment transactions.
- Notices and Disclosures: Important communications about your accounts or services.
- Prospectuses and Shareholder Materials: Information about specific investments.
- Proxies: Related to voting rights for shares you hold.
- Carefully review the list and check the boxes next to all the document types you wish to receive electronically.
- Review and Consent to E-delivery Terms and Conditions: Before finalizing your selection, Edward Jones will present you with their e-delivery terms and conditions. It's crucial to read these carefully. They outline important details about electronic delivery, including:
- Your consent to receive electronic documents.
- The understanding that you will no longer receive paper copies of the selected documents (though you can usually request a paper copy if needed).
- The security measures Edward Jones takes to protect your electronic information.
- Your responsibility to keep your email address updated.
- Confirm and Submit: Once you've made your selections and agreed to the terms, click the "Submit" or "Confirm" button to save your preferences.
Step 5: Verify Your Email Address (if prompted)
- Even if you verified your email during the Online Access sign-up, Edward Jones may require a re-verification for e-delivery. This is a security measure to ensure notifications reach you.
- Check Your Inbox: Edward Jones will send a verification email to the address associated with your Online Access account.
- Click the Verification Link: Open the email and click on the provided link to confirm your email address. This step is crucial for receiving timely notifications when new documents are available online.
Step 6: Enjoy Your Paperless Experience!
- Congratulations! You've successfully transitioned to paperless document delivery with Edward Jones.
- Receive Email Notifications: Moving forward, you'll receive email notifications whenever a new document (like a statement or tax form) is available in your Edward Jones Online Access. Remember, Edward Jones will never email your actual account documents; they will only notify you when they are ready to view online.
- Access Documents Online: When you receive a notification, simply log in to your Edward Jones Online Access and navigate to the "Documents" section. You can view, download (as PDF files), and print your documents at your convenience.
- Maintain Your Information: Periodically log in to your Edward Jones Online Access to ensure your contact information, especially your email address, is up-to-date. This ensures you continue to receive important notifications.
Pro-Tips for a Seamless Paperless Transition:
- Download and Save: While Edward Jones stores your documents online, it's a good practice to download important documents (like annual statements and tax forms) and save them to a secure, organized folder on your computer or a cloud storage service.
- Set Up Alerts: Explore other alert options within your Edward Jones Online Access. You can often set up alerts for trade confirmations, payments due (if applicable), and more.
- Communicate with Your Financial Advisor: If you have any questions or encounter any issues during the process, don't hesitate to contact your Edward Jones financial advisor. They are there to assist you and can often make these changes on your behalf.
- Review Your Preferences Annually: It's a good idea to review your e-delivery preferences once a year to ensure they still align with your needs.
Edward Jones Paperless FAQ
How to access my Edward Jones statements online?
You can access your Edward Jones statements by logging into your Edward Jones Online Access account and navigating to the "Documents" or "Statements & Reports" section.
Tip: Reading in short bursts can keep focus high.
How to stop receiving paper statements from Edward Jones?
To stop receiving paper statements, log in to your Edward Jones Online Access, go to "Documents," then "Delivery Options," and select electronic delivery for your statements.
How to sign up for e-delivery of tax forms with Edward Jones?
Log in to Edward Jones Online Access, find the "Documents" or "Delivery Options" section, and choose e-delivery for "Tax Forms."
Tip: Read actively — ask yourself questions as you go.
How to manage document delivery preferences for multiple Edward Jones accounts?
Within the "Delivery Options" section of your Edward Jones Online Access, you'll typically have the option to set preferences for each individual account you hold.
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How to request a paper copy of an electronically delivered document from Edward Jones?
You can usually request a paper copy of any document delivered electronically by contacting your Edward Jones financial advisor's office.
QuickTip: Reread for hidden meaning.
How to update my email address for Edward Jones e-delivery notifications?
Log in to your Edward Jones Online Access, go to your "User Options" or "Settings" section, and update your email address there.
How to ensure my electronic documents are secure with Edward Jones?
Edward Jones uses secure online platforms, including features like two-step authentication, to protect your electronic documents and personal information. Always log in directly through their official website.
How to know when a new Edward Jones document is available online?
Edward Jones will send an email notification to the email address on file whenever a new account-related document is available for you to view in your Online Access.
How to cancel Edward Jones e-delivery and revert to mail delivery?
You can usually change your e-delivery settings back to mail delivery through the "Delivery Options" section in your Online Access, or by contacting Edward Jones Online Client Support or your financial advisor.
How to view past Edward Jones statements online?
Edward Jones Online Access typically stores a history of your past statements and other documents for a certain period (e.g., up to 18 months or longer for some documents). You can find them in the "Documents" section.
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