Edward Jones-Financial Advisor Ben Headlee

The end of summer often means heading back to school (for loved ones if not yourself), but Online Access can also help you get back to the basics with your financial goals. Easily view account performance during your time with Edward Jones on the web or on the go with our app.

Gain a Big-Picture View Connect and view accounts you have elsewhere in Online Access.

Scam artists have been known to impersonate loved ones, tricking older adults into providing personal information that can convince them the call is legitimate. Never give sensitive information (like your social security number or credit card number) over the phone, especially if you can't verify the caller. Learn more about grandparent scams: https://bit.ly/46Vm0TI

Take a look at my recent news about my CFP®️ certification.

Some scammers use social media or dating websites to start a relationship with the intended victim in order to ask the victim to send money, usually in the form of gift cards, prepaid money cards or even cash so that it can't be traced. Learn more about romance scams: https://bit.ly/3SVKRRP

Thieves want you to act without giving you time to think. If you’re feeling pressured, stop and consider the situation. If an offer sounds too good to be true, it probably is. Learn more here: https://bit.ly/3YNdTXi

Inheritance or lottery scams try to get the victim to send money in order to receive the funds. However, you should never need to send money to receive legitimate winnings. Learn more here: https://bit.ly/3YGntvb

A New York state study found that for every documented case of older adult financial exploitation, another 44 went unreported. Click here to learn more about how to report suspected financial elder abuse: https://bit.ly/3Anv3kc

Have you ever received a call, text or pop-up on your electronic devices alerting you to suspicious activity? Beware, it could be a tech support scam. Learn more: https://bit.ly/4clzr0l

Although anyone can become a victim of fraud, some scams specifically target older adults. Learn strategies to help prevent elder financial fraud from happening to you or a loved one: https://bit.ly/3ywk2MZ

Tech support scams are on the rise, costing investors millions of dollars each year. Learn how to spot these scams here: https://bit.ly/3WYd2le

October is Cybersecurity Awareness Month, so throughout the month, we'll be highlighting some common scams and how to spot them. Learn more about how Edward Jones works to help protect clients from falling victim to fraud: https://bit.ly/4dyN0KX

Online Access puts your account information at your fingertips. See where you stand with your current goals and track progress toward any new ones (like a protection goal) you set with your financial advisor.

Get to know Online Access and mobile app (US|EN) Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

With summer only one short month away, it's the perfect chance to sign up for Online Access and download our mobile app to easily stay connected, even on the go.

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Springtime brings warmer temperatures and more sunshine — and is a popular time for deep cleaning. Sign up for Online Access today to cut down on paper clutter and easily access your account information.

Online Access Sign-Up This site is designed for U.S. residents. The services offered within this site are available exclusively through our U.S. financial advisors. Edward Jones' U.S. financial advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all...

Tired of waiting for tax forms to arrive via snail mail each year? Go paperless to help simplify your life, not to mention eliminate more paper waste. Online Access allows you to conveniently view, download and share your documents with your tax professional in a few easy steps.

E-delivery of documents Reduce paper mail and easily access your important account documents with electronic documents in Online Access.

Quickly view, print and download your tax forms online without having to wait for them to arrive in the mail. Plus, you can easily share your documents with your tax professional or tax preparation software, helping streamline tax season in 2024.

Be Tax Season Ready with Online Access Sign up for Online Access and download our app to view and share your tax forms.

Use Online Access to help get ahead of the year-end organization curve. Sign up today to receive electronic copies of your statements, tax forms and other documents. You can also share documents with your Edward Jones team and third parties, like your tax preparer.

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It may be the “spooky” time of year, but we believe strong technology is essential for strengthening your account security. We offer features like secure sign-in on your desktop or with our app, secure messaging with your Edward Jones team and two-step authentication when you sign in.

Get to know Online Access and mobile app (US|EN) Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

Staying on top of things can be critical when it comes to meeting your goals. Online Access allows you to connect external accounts to help you track your overall progress.

Gain a Big-Picture View Connect and view accounts you have elsewhere in Online Access.

Preparing for summer vacation? That doesn't mean losing track of your accounts or goals. Online Access and our app make staying connected with both a breeze, whether relaxing at home or enjoying the sun and surf.

Gain a Big-Picture View Connect and view accounts you have elsewhere in Online Access.

Time is valuable, and Online Access helps you save more of it. Our Snapshot welcome screen gives you a quick overview of where you are today and how you're progressing toward your goals — all in one convenient location.

Get to know Online Access and mobile app (US|EN) Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

Are you looking for help with spring cleaning? With Online Access and our app, you'll receive most of your documents electronically. This makes keeping track of them easier and reduces paper clutter. It's a win-win!

Get to know Online Access and mobile app (US|EN) Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

The idea of winning millions in a lottery or sweepstakes can be exciting. But, if it sounds too good to be true, it probably is. Legitimate lotteries and sweepstakes never ask for money upfront in exchange for a prize.

Long-distance relationships are becoming more commonplace in today's technologically advanced world. However, be wary of sending money, especially if you've never met in person. A scammer can prey on your emotional state and take advantage of your trust, generosity and goodwill.

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.