Retrieve your tax forms from Edward Jones and others online

March 26, 2013 at 4:37 pm (Uncategorized)

Tired of scanning and faxing only to discover that your investment statements are blurry and unreadable? For Edward Jones clients relief now comes in the form of a new, secure electronic feature that allows you to share your E. J. tax forms with your tax professional. Follow the steps here to access your online account and get the process going.

Need tax forms from another brokerage firm, financial or educational institution? Many offer your tax forms downloadable from your online account. Check with your firm or institution today!

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