How do I get my w2 from Edward Jones?

Simply log in and select Documents and go to the Tax Forms section. Important: You must be enrolled in Edward Jones Online Access to use the features described below. If you are not enrolled in Online Access, you may do so at

How do I import Edward Jones into Turbotax?

Install and open your e-Organizer program. Use the “Import Data” button in the left-hand column to access a list of providers that offer tax forms for import. Select Edward Jones from the list and proceed. You will be prompted to enter your Edward Jones Online Access user ID and password.

Can I withdraw money from Edward Jones?

Our general policy is to allow you to disburse or withdraw funds deposited to your account between four and six business days from the date of deposit. If you are a new Edward Jones client (client for less than 30 days), funds may be held until the 11th business day.

How often does Edward Jones send out statements?

Quarterly reports summarize a variety of holdings and performance information if you hold an Advisory Solutions account. Statements are posted at the end of any month in which you had activity in your account and/or at the end of each calendar quarter. Quarterly reports are posted at the end of each calendar quarter.

How much does it cost to leave Edward Jones?

Edward Jones’ account transfer out fee to another brokerage company is $95 for both taxable and non-taxable (IRA) accounts.

Are Edward Jones Advisory Solutions fees tax deductible?

As long as the fees were not for a retirement account, they can be included in other miscellaneous itemized expenses. The total of these is only allowed to the extent it exceeds 2% of your adjusted gross income. In addition, your total itemized deductions would need to exceed the standard deduction.

Why can’t I log into my Edward Jones account?

If you need immediate assistance because you can’t access your account(s), forgot your User ID or password, or for some other technical issue, call Edward Jones Online Support at (866) 788-4880. Hours of operation are: Monday – Friday, 8:00 a.m. – 8:00 p.m. ET.

What is Edward Jones program fee?

1.35%
The Program Fee is 1.35% and is tiered so additional invested assets and assets are subject to lower fees.