You must be a current Edward Jones client who is enrolled in Online Access to import into tax preparation software. If you are not enrolled, you may enroll at www.edwardjones.com/access.
It is important to set closed accounts to be viewable so they are also available for import into the tax preparation software. For instructions, visit View, Print and Download Your Tax Forms.
Please click https://www.edwardjones.com/client-resources/tax-resources/access-tax-forms/import-turbo-tax-and-oth... to learn more.
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