Electronic documents and Online Access (2024)

With Online Access, we provide your documents electronically whenever possible. They are posted online, where you can view, save or print them. When new documents are ready, we’ll notify you by email. For some of the documents we deliver electronically, you can request paper (duplicate) copies in the mail through the Settings page in Online Access.

Documents we provide

Below is a summary of documents we deliver electronically, including how often they are posted to Online Access and what options you have. Regardless of the options listed below, you can request a paper copy of any document by contacting your local Edward Jones office.

Statements and quarterly reports

Purpose
Statements provide information about your account balances, security positions and activity that occurred in your account.

Quarterly reports summarize a variety of holdings and performance information if you hold an Advisory Solutions account.

Posted
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.

Paper options

You can request to receive duplicate copies of (1) any statement generated at the end of each month; (2) the statements generated in March, June, September and December; or (3) the statements generated in December.

Note: Paper copies of quarterly reports cannot be requested through Online Access. You can request a paper copy by contacting your local Edward Jones office.

Tax forms

Purpose
Provide a detailed breakdown of income reported to the IRS (including cost basis information) and other supplemental information that may be useful in preparing your taxes. Includes forms 5498, 1099-R, 1099-Q and the Consolidated 1099 Tax Package, which combines the substitute IRS forms 1099-DIV, 1099-INT, 1099-MISC, 1099-OID and 1099-B.
Posted
Whenever new forms are available.
Paper options
You can request to receive duplicate copies of tax forms in the mail through Online Access.

Trade confirmations

Purpose
Provide a record of the details of your securities transactions.
Posted
Overnight, after a trade.
Paper options
You can request to receive duplicate copies of trade confirmations in the mail through Online Access.

Prospectuses

Purpose
Provide important background information and required disclosures related to a stock, a mutual fund or another security. Links to prospectuses are often provided in conjunction with a trade confirmation.
Posted
Overnight after a trade or when an updated prospectus is available.
Paper options
You cannot request to receive duplicate copies of prospectuses in the mail through Online Access.

Proxies and other shareholder materials

Purpose
Issuers and mutual fund companies provide proxy notices and other shareholder materials, including annual/semiannual reports, to inform you about your investments and allow you to vote your proxy ballots.
Posted
Whenever these materials are available electronically. Note: Some issuers and mutual fund companies only provide communications by mail.
Paper options
You can request to receive proxy ballots and shareholder materials in the mail through Online Access. Note: For these documents only, requesting paper through the settings in Online Access will stop electronic delivery.

Notices and account verifications

Purpose
Notify you of changes or other important information related to your Edward Jones accounts or products and services associated with your accounts. This includes communications designed to protect the security of your accounts.
Posted
Whenever new documents and communications are available.
Paper options
You cannot request to receive duplicate copies of notices and account verifications in the mail through Online Access.

Here are answers to common questions

Why can’t I get all my documents electronically?

While we try to provide as many documents as possible electronically, we must send some documents by U.S. mail. This includes certain regulatory notices and communications designed to protect the security of your account. You can turn off paper mail for many documents by updating your settings.

I don’t want to receive emails when new documents are posted. How do I stop them?

With Online Access, we provide your documents electronically. We’re required to notify you when new documents are available to view online, save or print. Email is the way we do this. If you wish to stop email notifications, please contact your Edward Jones office to discuss removing your accounts from Online Access.

I want to receive all my documents in the mail. How do I make this election?

Electronic communications are a key element of our Online Access service. If you wish to have all documents mailed to you, please contact your Edward Jones office to discuss removing your accounts from Online Access.

Electronic documents and Online Access (2024)

FAQs

What is the difference between digital and electronic documents? ›

Digital Records: These are often more static, used primarily for viewing or sharing. Though they can be edited using appropriate software, they are frequently used as-is. Electronic Records: They are dynamic, and users can interact with them, processing, analyzing, or manipulating the data within.

What is an example of an electronic document? ›

Examples of electronic records include: emails, websites, Word/Excel documents, digital purchase receipts, databases, text messages, social media postings, and information stored on SharePoint sites and content management systems (Catalyst, Slack, DropBox, etc.).

What is the meaning of electronic documentation? ›

An electronic document is a document that can be sent in non-physical means, such as telex, email, and the internet. Originally, any computer data were considered as something internal — the final data output was always on paper.

How do you keep electronic documents safe? ›

Just as you may keep physical documents locked in fire-resistant file cabinets, keep computers protected with passwords that regularly change, encryption, up-to-date antivirus software, regular virus scans, automatic time-out features, and other security measures.

What is the electronic format of documents? ›

Electronic Format means text-based or image-based content in a form that is produced on, published by and readable on computers or other digital devices and is an electronic version of a printed book, whether or not any printed equivalent exists.

What is the difference between paper and electronic documents? ›

1.11 Electronic documents may be created by electronic means while paper documents are created by humans. P aper documents are always written by human beings. That is not necessarily the case with electronic documents. We start with a simple, and rather common, example.

Is a PDF an electronic document? ›

A PDF (Portable Document Format) file is an electronic document that may utilize text, graphics, and/or areas to enter your own text.

What is the difference between electronic and digital media? ›

From my own understanding,electronic media communication is when a message or an information is sent through electronic media such as TV, Radio,Fax and the likes. Digital media communication, is a 21st century form of communication,in which information is disseminated via the internet.

What is the definition of an online document? ›

Simply put, online documents are documents that are uploaded, shared and stored as electronic files, rather than physical files.

What does it mean to send a document electronically? ›

Answer. When you send a document over email, fax, SMS, or any other digital communications medium, you are essentially delivering information electronically. Electronic Document.

Are electronic documents like paper documents? ›

Digital documents are very similar to paper documents. Although a digital document can only be viewed on an electronic device, it pretty much looks the same as it would on a piece of paper. Because of this, even when a company receives a digital document, it's common for it to be printed.

What is an advantage of electronic documentation? ›

Electronic document management software is cost-effective, reducing manual document management tasks and reallocating staff to more strategic tasks. Digital storage accommodates fast-growing businesses without the expense of physical storage spaces, saving money on rent, maintenance, and security.

What are the characteristics of electronic documents? ›

Authenticity, Accuracy, Integrity, Accessibility

Maintain- ing content, structure and context of electronic records is, therefore, both more vital and difficult than with traditional analog records.

What is an electronic version of a document called? ›

A soft copy (sometimes spelled "softcopy") is an electronic copy (or e-copy) of some type of data, such as a file viewed on a computer's display or transmitted as an email attachment.

What are the risks associated with electronic documents? ›

One of the biggest security risks associated with electronic document migration is the risk of data breaches and unauthorised access. This can happen if electronic documents are not properly secured, or if employees do not follow security best practices.

How can I keep my documents online? ›

Cloud storage providers like Dropbox keep your files safe while also making it easier for you to edit, share, and collaborate on those files. What are the benefits of cloud storage for documents? Cloud storage for documents and records management has many benefits.

Where is the safest place to keep your digital files? ›

Google Drive and Dropbox both offer secure cloud document storage, with document encryption and support for 2FA to keep your files safe.

What is the purpose of electronic document? ›

An electronic document is information of a documentary type, presented in the electronic form and intended for reading, processing and transmission through information and computer systems.

What is considered an electronic document? ›

It includes, for example, email and other electronic communications such as text messages and voicemail, word-processed documents and databases, and documents stored on portable devices such as memory sticks and mobile phones.

Is a PDF an electronic file? ›

Adobe created the PDF.

The goal was to enable anyone to capture documents from any application, send electronic versions of these documents anywhere, and view and print them on any machine. By 1992, Camelot had developed into PDF. Today, it is the file format trusted by businesses around the world.

What are the disadvantages of digital documents? ›

Digital documents are susceptible to security concerns such as unauthorized access, viruses, phishing attempts, and so on. The integrity of a document can be jeopardized by hackers attempting to breach firewalls. Exposure to risk is probable and expensive if document management software is not secured.

Is it better to have paper or electronic records? ›

Although many may be apprehensive about electronic record keeping at first, it's a far more secure and organized way of records management than paper record keeping. Additionally, governments can stress less about how to protect electronic records as opposed to paper records.

Is digital copy same as electronic copy? ›

An electronic document refers to a pure data representation that can be read by a computer but has no vocation of being editable, it is structured for automated processing. On the other hand, a digital document includes data that is human readable, but not structured and easily processed by computers.

What is the difference between digital and electronic systems? ›

Electronic refers to any device or system that uses electricity to operate, while digital refers to a specific type of electronic device that uses binary code (1s and 0s) to represent and process information.

Is a PDF considered a digital copy? ›

Digital documents

PDF became the document format of choice for business, government and the general public because it delivers the key qualities of paper in a digital format.

Is an email a digital document? ›

Put simply, an electronic document contains static data transferred from one computer to another without any modifications. Examples of electronic documents include emails, digital purchase receipts, and digital images. In contrast, digital documents are more interactive and collaborative.

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