
Vincent Warnock
I was advised by my partner and FA to use the app. When it works, I have access. Lately the problem is it refuses to let me logon. My id is auto saved and I have to manually type in my password. After that, nothing. The "sign in" button doesn't recognize my tapping, in other words, i can't logon. I have to constantly contact my FA to send me documents though email or i have to go their site. This app needs a serious overhaul.
137 people found this review helpful

Mike Grosch
Very rudimentary. I expect a lot more for what I pay. Not even an overall balance of funds by asset classification throughout accounts. Probably the worst major app that I've ever experienced. If stuff I want exists, it sure isn't findable.

Michael Hay
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Interesting that people are rating their advisors when this review is about the app, specifically. Anyways. The developers of this app need to look to Schwab for some influence. I shouldn't have to jump through nearly four (4) menus to check my daily changes in funds and overall changes to my accumulative accounts. This is very frustrating when coming over from Schwab. Some good things: The app runs well and is fairly functional aside from menu hopping to get to what I need.
Edward Jones Investments
16 September 2025
We appreciate your feedback as we continue to evolve our app to create an experience that meets your expectations. Thank you for your suggestions.