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If you have a problem or concern regarding the handling of your account, there are several options available to resolve such issues.
COMPLAINT HANDLING PROCEDURES. If you have a problem or concern regarding the handling of your account, there are several options available to resolve such issues. In the first instance, please contact your Financial Advisor to discuss any problems or concerns regarding your account.
- What It Means to Have View & Share Status in Online Access
- Who Can Have View & Share Access?
- Why Someone Might Have View & Share Access
- Adding View & Share Access
- Signing Up For View & Share Access
View & Share access allows Edward Jones account holders to give others permission to view their online account information. It does not allow the users to access information outside of Online Access or make decisions for the accounts they view. Here's what these users can see and do: 1. View and print account balances and transaction details 2. Dow...
Almost anyone over the age of 18 who lives in the U.S. can be granted access. Tax professionals, a trusted friend or relative, or a business associate are all examples. Individuals cannot have View & Share access for certain types of employer-sponsored retirement accounts.
There are many reasons why account holders might grant View & Share access for their account(s). 1. Business purposes might include a business officer, tax preparer or CPA to access an account for a business, taxes, account gains and losses, or review purposes. 2. Personal reasons would involve a trusted relative or friend to help monitor a persona...
If you are a client of Edward Jones and want to add authorized users, contact your financial advisorfor details on how to sign up. You can choose which accounts the authorized person accesses and can revoke permission at any time.
If an Edward Jones client has added you as a View & Share Online Access user, you can sign up by enrolling in Online Access. You'll need the client's account number to get started.
If you suspect someone has your Social Security number or information about your Edward Jones account, contact your Edward Jones office or our Client Relations department at 800-441-2357. If you’ve sent a payment, contact the financial institution or company that issued the payment method. Attempt to stop any payments in progress.
Is my information secure? The security of your personal information is not something we take lightly. We will never send your account documents by email. Instead, you'll be notified when you can view your documents in Online Access.
Fraud awareness and prevention. Be alert to financial fraud. Specific scams to defraud victims change over time. However, there are common themes and red flags that can help you identify a potential scam. Watch out for red flags. A surprise windfall that seems too good to be true.
Secure Logon. The confidentiality of your financial information is important to us, and we're committed to keeping it secure. We keep your information safe through Transport Layer Security (TLS) technology. TLS scrambles the information you enter, such as your user ID and password, before it leaves your computer.
