Edward Jones
edwardjones.com › sites › default › files › acquiadam › 2023-03 › account-agreement-and-other-disclosures.pdf pdf
Edward Jones Account Agreement
Edward Jones shall be under no obligation to · inquire into the purpose of any account owner’s direction or · demand for delivery of securities or payment of monies. If this account is held jointly as tenants with rights of · survivorship (“Joint Tenancy WROS“), unless otherwise ·
Edward Jones
edwardjones.com › sites › default › files › acquiadam › 2022-07 › guided-solutions-flex-client-agreement.pdf pdf
Flex Account Client Services Agreement
Edward Jones shall be under no obligation to inquire · into the purpose of any Account owner’s direction or demand for · delivery of securities or payment of monies. If this Account is held jointly as tenants with rights of survivorship · (“Joint Tenancy WROS”), unless otherwise required by law, upon ·
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reddit.com › r/personalfinance › help me understand my edward jones info during divorce
r/personalfinance on Reddit: Help me understand my Edward Jones info during divorce
April 19, 2024 -
Background: I'm getting a divorce due to domestic violence and abuse.
I was looking at our Edward Jones account we opened last year. At first I only saw the Roth and Joint savings account we opened with them and no money has moved so I thought we were good. I looked again last night and clicked on "accounts" and can see our non-Edward Jones accounts too. I see our Roth and Joint as well as our children's 529s, a 401k, and then a "Savings non-qualified" account with 35k.
My immediate thought was that the non-qualified account is a secret account he's been hiding and surprise surprise we can add financial abuse to the list of issues. Is there anything else that could be, like the original account we transferred money into Jones from and the balance just isn't updated?
Our Jones FA is a mutual friend so I don't want to ask him yet just because I don't want my husband to be alerted that I know about it in case it is a secret account.
Any thoughts or advice are welcome!
Top answer 1 of 4
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Any thoughts of yours should be filtered through your divorce attorney. If you don't have a divorce attorney, seeking one out is where you start. Knowing or not knowing about the account does not generally matter as assets must be declared as a part of the divorce process. Ill intentioned money movements can be unwound by the courts.
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These are all questions for your lawyer, that you should ask your lawyer before you even ask your friend who works for Edward Jones
Edwardjones
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Edward Jones
edwardjones.com › sites › default › files › acquiadam › 2022-09 › account-agreement-and-other-disclosures.pdf pdf
Account Agreement and Other Disclosures
Account. Additionally, when you roll over or transfer your assets · to Edward Jones, this contributes toward your financial advisor
Edward Jones
edwardjones.ca › ca-en › client-resource-centre › online-access-account-features › online-access
Online access | Edward Jones
Don’t have a User ID? Have your account number, SIN or Driver's Licence available and enroll in Online Access now. View your Edward Jones accounts, current and historical account statements, trade confirmations and regulatory documents, and tax documents.
Edward Jones
edwardjones.ca › ca-en › client-resource-centre › online-access-account-features
Online Access and Account Features | Edward Jones
Sign up for Online Access to view information about your investments seven days a week. Online Access provide you with around-the-clock access to your Edward Jones account, enabling you to see your investments and activity, transfer funds, sign ...
Edward Jones
edwardjones.com › us-en › investment-services › accounts-overview › guided-solutions-fund-account
Guided Solutions Fund Account | Edward Jones
If you stay within the guidance provided by Edward Jones investment professionals, the final decision on all buys and sells is yours. With a Guided Solutions Fund Account, you'll be able to choose from an extensive list of eligible mutual funds and exchange-traded funds (ETFs).
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Edward Jones
edwardjones.com › us-en › investment-services › how-we-work-together › brokerage
Edward Jones Select Account
With no minimum amount required to open an account, it's easy for you to get started. Your financial advisor will clearly explain all costs associated with any transaction or service. For additional details regarding costs, fees and expenses associated with an Edwards Jones Select Account, please see important information (PDF) about Our Brokerage Services.
Edward Jones
edwardjones.com › sites › default › files › acquiadam › 2021-03 › guided-solutions-flex-client-agreement.pdf pdf
e dwardj ones.com
Edward Jones shall be under · no obligation to inquire into the purpose of any Account owner’s · direction or demand for delivery of securities or payment of monies. If this Account is held jointly as tenants with rights of survivorship · (“Joint Tenancy WROS“), unless otherwise required by law, upon ·
Edward Jones
edwardjones.com › us-en › investment-services › accounts-overview › guided-flex-account
Guided Solutions Flex Account | Edward Jones
Using your portfolio objective as a framework, you'll then work closely with your financial advisor to build your portfolio to ensure it aligns to those goals and objectives, and Edward Jones' guidance. The final decision on all buys and sells is yours. You'll have access to a wide range of eligible investment choices as you build your portfolio, including stocks, exchange-traded funds (ETFs) and mutual funds. Individual bonds and certificates of deposit (CDs) are also available for accounts with $50,000 or more.
Edward Jones
edwardjones.com › sites › default › files › acquiadam › 2021-03 › advisory-solutions-unified-managed-account-model-client-services-agreement.pdf pdf
advisory-solutions-unified-managed-account-model-client- ...
Edward Jones shall · be under no obligation to inquire into the purpose of any Account · owner’s direction or demand for delivery of securities or payment · of monies. If this Account is held jointly as tenants with rights of survivorship · (“Joint Tenancy WROS“), unless otherwise required by law, upon ·
Edward Jones
edwardjones.com › sites › default › files › acquiadam › 2021-05 › advisory-solutions-fund-model-client-services-agreement.pdf pdf
Edwardjones
Edward Jones shall · be under no obligation to inquire into the purpose of any Account · owner’s direction or demand for delivery of securities or payment · of monies. If this Account is held jointly as tenants with rights of survivorship · (“Joint Tenancy WROS”), unless otherwise required by law, upon ·
Edward Jones
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Edward Jones
edwardjones.com › us-en › investment-services › account-options
Types of Investment Accounts | Edward Jones
View the different types of investment accounts offered at Edward Jones and contact a financial advisor to discuss the best account type for your needs.
Edward Jones
edwardjones.com › sites › default › files › acquiadam › 2022-07 › IAS-10455J-A-FS_Final.pdf pdf
Flex Account Schedule of Fees
days my Account was open during the month and based upon the average daily market value using the prior day’s price to · determine a market value on the final day in order to calculate the closeout fee. ... Edward Jones Money Market Fund.
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Edward Jones
edwardjones.ca › ca-en › online-access › disclosures
Disclosures | Edward Jones
Wireless service depends on many factors outside Edward Jones’ control, including strength of wireless coverage and the networks of your wireless service provider. Access to Edward Jones mobile sites and applications, including Online Account Access, also may be limited or unavailable during periods of peak demand, market volatility, systems upgrades or maintenance, or for other reasons.