Edward Jones Reviews

This has to be the worst app change in the history of app changes. You have made your app worse by leaps and bounds and are pretending your users like it. It makes Edward Jones look bad generally. Not sure who your target audience was, but it wasn’t me or the many other users I’ve talked to. Your clearly unconcerned about your clients feelings on how they view and manage the assets they hold with you. I even accidentally sent a note to your legal department and their reply was embarrassing (don’t let legal respond to your customers, generally a bad idea). We have all given EdwardJones enough time, it’s as bad as it was when it was first released. One example of many, why can I now only see one aspect of my stock holding, why would you make it so I have to use some silly swipe at the top to change from one metric to another? Really?!?! Please, make some dramatic changes, use different design people, talk to clients, something, but make a change!

Parts of EdwardJones have a larger font, but they are not the main content which is unreadable for a visually impaired person. I have asked Edward Jones both at the branch office and at headquarters many times over years and no action.

Since this makes access nearly impossible, I am working on finding a firm that takes these things (American Disability Act *and* customer satisfaction) seriously.

Beware EdwardJones and firm. I would be happy to change this review if EdwardJones was truly ADA compliant. I have been waiting for far too long for just the basic functionality to be readable!

Half the time I cannot log into EdwardJones . I use LastPass and sometimes I can copy and paste my password other times I cannot. It makes no logical sense why LastPass cannot auto fill or EdwardJones cannot take a password paste. The purpose of LastPass is to have strong secure passwords that I don’t have to write down and risk security of my personal data. Having to have an easy password that I can remember to open EdwardJones is open crazy and not as secure as allowing apps that can force secure passwords. Deleting EdwardJones since logging into it and reviewing on the go is the only reason I downloaded EdwardJones in the first place.

I have to re-authorize EdwardJones to enable Face ID almost every time I log on. I put in my 24 character password with “Set up Face ID after log in” checked, acknowledge the authorizations, and it confirms Face ID is enabled. But the next day Face ID in EdwardJones is set to off and I’m required to go through the process all over again. I should not have to re-authorize Face ID login every time I use EdwardJones . Very frustrating!

Ive been waiting for awhile to see a more modern looking mobile application from Edward Jones. Needless to say they’ve knocked it out of the park with this new application. It’s so much more simplified, looks much cleaner, and allows me to integrate my external accounts to see my entire portfolio in a single dashboard as it relates to my overall financial goals. I also love the ability to communicate and send docs securely to my advisor.

When you update, EdwardJones purges your cached details, forcing a fresh login (and a trip through the recover user ID and password system). It’s an unnecessary hassle that most banks do not put you through anymore with two factor authentication being accepted and commonplace.

The new user experience is geared towards millennials and the younger ‘need fancy charts and flashy graphics’ set. Feels like the UX team took the worst possible lessons from the Robinhood App and applied them to what used to be an excellent UX.

This edition is bloated with undesired features, and nags me bad enough I am seriously considering cashing out and seeking a more respectful investment firm.

An improvement but far from great. Why do we need a pie chart showing how we are invested stocks, mutual funds,..? A more usable chart would show equity, fixed income, cash, international... and how we are doing compared to our investment strategy. We shouldn’t have to ask for this information it should be available all the time. We should be able to see it for each account and any combination we choose.

The 1st screen should have the total investment figure at the top instead of having to scroll down to see it.

We need a tool to see what mutual funds are available to be held in an account. That tool also needs to provide research information so we can determine if it is right for us. This might not work in the mobile application but would in the website.

Edward Jones is way behind in providing the tools their clients need.

Very intuitive and streamlined - useful information and ability to track and see goal progress, as well as contact my branch team are just a few of the many improvements. I’m sure with updates along the way, the EDJ mobile app will be a top contender in the space. Great job!

Overall, EdwardJones is easy to use but it defers to the website for many of the features. Suggestion would be to create a web-based UI application for App Store or allow us to do more in EdwardJones . Second, why in the world aren’t there any notifications??? If I have a secure message from my advisor or his staff I have no idea unless I open EdwardJones . Did I miss something?

It has a bit more of a way to go to REALLY compete with Personal Capital. What I find frustrating is that you still can’t connect to your mortgage account(s). Again, EdwardJones is pretty solid, but in order to have a wholistic view of your finances that feature should be a given. That said, I’ll keep an eye open for its continued improvements.

What used to be a simple and streamlined app designed for you to check in on your information is now a cluster of superfluous information and unneeded text. Yes, this is more like the desktop version now - with all the information from the desktop crammed into a tiny screen. The beauty of the old app is that it was formatted for your phone and supplemented the desktop version. Now I suggest just deleting EdwardJones and logging in through the computer (it’ll be a much cleaner, easier-to-read experience).

I have the latest version and cannot get past the login screen. I’ve done everything, deleted and redownloaded EdwardJones , updates my iOS, changed password on website, rebooted phone. Nothing. Says loading and then just sits on login screen and never opens the actual app. So new version seems buggy.

I was really liking the changes to EdwardJones over the last six months but the current version(s) routinely lose FaceID credentials and require repeated setup and authorization of FaceID. It’s a real pain that reverses the login efficiency and speed gained over EdwardJones ’s performance a year ago.

Scary how much money I have with this company and building an app is so foreign to them. EdwardJones fails often where you can’t log
In. If you use facial recognition, you have to set it up and acknowledge it constantly. Some times you must set it up 3 times in a single day. There are clear flaws in EdwardJones causing it to fail. I prefer to use EdwardJones versus online on my company computer but Edward Jones has not evolved to technology yet I guess. Again, scary the concept of a working app is foreign.

EdwardJones needs more features. Severely lacking in useful features. Also occasional sign in problems as the system does not always send text verification codes as it is designed to do. Otherwise it is a simple app that’s easy to use when it works.

Being able to add outside assets is awesome! I love to see everything in one place. This is going to make reaching our goals so much easier.
Having the ability to electronically sign documents is a huge time saver.

Only option is to remove from Home Screen- which when troubleshooting what turned out to be a known bug the IT support in ST Louis had me do.

No way to delete and reinstall. AND no way to return it to the Home Screen. Was hoping maybe I could remove from EdwardJones Store - no luck there either. On the phone ONLY options are 1. Remove from home scene
2. Share 3. Cancel. What a mess.

I do not like this new redesign. It screams at me that my goals are not on track when that is based on one meeting and my goals have changed. I am more interested in the chart of all my accounts and growth over time. It has disappeared and now I can’t find the balances of my separate accounts. What good is this if you can’t get the information you need. Bring back the accounts. Thank you.

The new app has some nice new features added to it, but at the expense of what I looked at most often...the graphs of what each account has gained/lost over the life of the account in comparison to amount invested. Also the graph that showed a total of all accounts is completely gone. Please bring these features back.

Thanks for making the much needed improvements to your app. It’s now better than Fidelity’s. Quick and simple access to the info I need most with the fewest number of clicks. Bravo!

EdwardJones does not work properly on the iPad Pro tab. I have used EdwardJones on different platforms and it works great, but when it comes to the 2018 version of the Apple Pro tablet, EdwardJones constantly crashes.
The only way to get EdwardJones to work on my 2018 pro tablet is to uninstall the application and reinstall it, then EdwardJones will work open up as it should. But after the tablet goes into sleep mode or standby mode for any period of time, EdwardJones will not resume successfully. Trying to open EdwardJones will bring you to a black screen with a yellow border at the top and within 2 seconds it will crash and close EdwardJones . Closing EdwardJones entirely and re-opening it again leads to the same result. The only workaround is to uninstall EdwardJones , then reinstall and begin the cycle again.
This is the only app that I have that does this and it’s been doing it ever since I got my IPad Pro even though I’ve been installing all the updates.
Please fix.

Update June 06th, 2019
It’s fixed. I got an update on June 5th, 2019 that address the long standing issue of EdwardJones crashing. Apparently the bug was within the face detection feature on the iPad Pro. Hats off to the developers for rolling their sleeves up and making EdwardJones useful again.

There are so many inadequacies about EdwardJones that I will never be able to cover them all in this review. If you need any basic information about a security, you will need to get access to other technical resources such as Fidelity, Barron’s or Seeking Alpha. Here are some examples of how useless this is:

1. There is no way to see the aggregate performance of a portfolio on a daily basis, you have to go to the website

2. There is no way to see your holdings of multiple positions of the same equity, you have to go to the website

3. There is no ability to see any relevant news for your holdings, you have to go to SeekingAlpha or Barron's

4. There is no ability to do research on an individual security, you have to go to Seeking Alpha or Barron’s

5. It is unacceptable for EdwardJones to not have the ability to track and manage a watch list, particularly one that is recommended by my advisor. As someone who travels internationally, this an embarrassing deficiency.

Their website is equally lacking. There is no ability to investigate the holdings of a mutual fund offered by Edward Jones.

EdwardJones and their website is scandalously useless for a company whose motto is “Making sense of investing”.

I have all my family wealth held with Edward Jones and am considering leaving them due to the lack of features in their app and website

I would use EdwardJones daily several times just checking to see if the market was up or down. Now I click on it and it is black. I am using an I pad, do not have a smartphone. I hate to say it but I hope whomever messed this up has nothing to do with our money!

It is now Wed and I just tried it and it works today. Thank you. One thing, I could not see where to find my EJ MasterCard amount on here, what I owe. When I check from my desktop it is right there for me to see. Thanks for getting this fixed.

Update: For all that are having the black screen/crashing issue - delete and reinstall EdwardJones . Just updating didn't work for me, but I reinstalled EdwardJones and now it works!

Original: EdwardJones has never worked for me - I open it up, I see a black screen with a yellow band at the top, and then it crashes and I'm back to my home screen. I've had EdwardJones for months, always updating with the hope that with the next update it would be fixed. No luck thus far. (I'm on an iPhone 8, which I would assume is supported)

Update: for anyone with new Xs or similar, delete EdwardJones and re-install newest version and it will work!

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My older iPhone 6 died and I purchased a new iPhone XS. Prior to the issue with iPhone 6, I had no issues with launching and utilizing EdwardJones . EdwardJones no longer comes up with the new phone. I used EdwardJones daily. And yes, I have the most up to date version of the EJ app. This is very disappointing. Please notify your clients of the fix ASAP. Major inconvenience

I use the research and watchlist on the desktop version. These can’t be used, accessed or looked at from EdwardJones .

Also, when trying to access the website from a browser on a phone or tablet it brings up EdwardJones version and won’t let you switch to the more helpful desktop version.

It has been about 2 weeks with the Black Screen. I called Tech Services..they said they are working on it.
Edward Jones and there staff are great, I have been a client for over 10 years.
But I sure wish they would fix there App.

2nd review:
It has now been over a month, still the same. Black Screen.
Maybe time to think about moving my account!
March 10,2019. Do they have an IT Dept. or is is subbed out?
Come on guys “fix it”

3rd review:
Over 2 months. Still Black Screen. I spoke to Customer Support,I spoke to tech support, a Ticket was opened at there IT section
So they say. No change, nothing,just a run around.
I spoke to my financial advisor. He was unable to help.
(Great with my money but tech problems,don’t go near E J)
It is just a funny story, that a company as BIG as Edward Jones
can’t get this problem fixed.
I am looking a Fidelity & prudential. I wish there was a rating lower than “0”.

While EdwardJones worked well for quite a while without problem, the latest update has resulted EdwardJones to be useless. While EdwardJones deciding to not save my user name was annoying, it then decided to not recognize my password. When I reinserted it, EdwardJones cleared the user id and password then began transitioning to the sign in screen over and over without allowing me to enter anything.

I downloaded EdwardJones at the recommendation of my advisor. I was able to us it to easily deposit a check. It allows me to message my advisor and check my accounts and is much more convenient for me than logging in through my computer.

I have an iPhone XR and just upgraded to iOS 12.1.4. I was a bit apprehensive about about downloading EdwardJones based on the recent reviews, but it is working great for me.

Perhaps some of the reviewers need to update their operating systems or the issues have been fixed.

In general I like the application, it provides a lot of information at my fingertips.

I use the iPhone application to monitor several accounts. When viewing account details, it would be nice if I could switch accounts by tapping on the title bar instead of reloading the accounts summary.

As with the website, EdwardJones itself is quite poor in terms of its layout and responsiveness. Getting in a situation where the menu does not really allow you to just go back and you have to start again from a root menu is common.

I’m pretty amazed at how bad it is, honestly. I mean the boomers who don’t understand or like technology won’t be around forever, thank God. One day people who expect more than “well it’s not crashing my iPad” will be your largest base. Better get that down pat now.

I received a new iPad Pro 11 inch about three weeks ago. Every time I open the Edward Jones app or website closes as it’s loading. Still have my old iPad from 2016 and there are no issues even though I have updated the latest iOS. Please help. EdwardJones has always been very helpful and easy to use.

I was always wondering why the EJ App only has 2 stars. It was always working just fine for me. But then I saw somebody having trouble with EdwardJones on a Samsung phone. I thought it must be the phone. Now, I have an iPhone but even after the update that should fix the blank black screen - IT STILL DOESN’T WORK! This is ridiculous long to fix a problem that was probably caused by the developer. Get it done!

I used EdwardJones ALL the time! Such a great way to check in on your investments, however, I have been unable to use this the last 4 days. I login with fingerprint, but it doesn’t go any further. It stops and doesn’t log me in. I tried going to the online version in safari, but it just takes me to EdwardJones . It’s frustrating that I can’t keep tabs on my investments because of login issues whether I use password or fingerprint login.