Hi,

My dad has Edward Jones. He is getting older and asked me to help manage his assets. A few months back we setup online access to his EJ account and set me up as a POA. He had never gone online and likes the paper statements he gets. All is good.

Today I went to log in to just check things out and I get this popup asking me to switch to paperless. It seems that now I can't view the account online unless I switch to paperless.

To enter Online Access, you must agree to electronic delivery for your account(s). If you have questions, please see the Online Access terms and conditions or contact your Edward Jones office.

Has anyone else seen this? Do you know if there is a way around this? I want to be able to view the account online, but my dad wants to keep the paper statements. Moving away from EJ is not an option, unfortunately.

thank you

So I'm starting to help parents with their accounts, which are with Edward Jones, and trying to get a feel for what their fees are. Looking at last year's statements, they show $0 in Fees and Charges, yet when I asked the EJ account manager, he provided a report of the fees for last year. I can't find anyplace when logged online to the account to see these fees. Are they simply hiding them from the account holders and you have to ask for it? I've reached out to him about this, but you can trust me these accounts will be moving away from EJ.

Hey all, mid 20s male who’s been investing with Edward Jones off my fathers recommendation since January 2021. I have around 64k saved from EJ, Roth IRA at 21k and 2 separate Single Accounts (38k and 4K), Roth and 1 of the Single accounts are on Guided Solutions Fund, last Single is Select. I was recently hired by a US employer that manages their 401k through Fidelity NetBenefits, and thinking about making the switch entirely. However I’ve read different opinions on here about EJ, where some see the value in an FA but most say that they are entirely useless.

I’m new to investing in this way, as EJ handled it all before. I’m trying to determine if EJ has been a net positive versus the S&P over the last 3 years. This years fees on the 38k account has 342.18, and the Roth 21.6k account YTD fees has been 206.02. What should I be looking at in the statement to determine valuation? If it makes it easier, what can I share on the statement that doesn’t identify my accounts because I’m worried about giving too much information.

Also the 42k in the Single accounts are saving up for a down payment on a house, what account or fund would that fall under when I switch over to fidelity? I’ll likely use that money for a house early next year.

Thanks.