
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.
134 people found this review helpful

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.

Terry Trezner
It shows what I have, i.e. which stocks I'm invested in, the different mutual funds I'm in, how much cash I have in there. It also shows my returns over the last year. It seems to lack many features I can find on the apps I use to invest for myself. So many I can't even write them all out here.
1 person found this review helpful
Edward Jones Investments
12 August 2025
Thank you for your feedback! We're currently working on new tools to help users research, analyze, and capitalize on their investments through the app. We hear you! Stay tuned for features that give you more control and information coming soon.