WebThe fees at Edward Jones are based on the deposit amount and decrease the more that’s deposited. For the first $250,000, investors will have an annual fee of 1.35%. The next $250,000 goes to 1.30% and the next $500,000 goes to 1.25%. If accounts reach over $10,000,000, investors are looking at an annual fee of 0.50%. WebFeb 26, 2024 · Edward Jones is just not allowing me to connect thru TurboTax and import the tax data from Edward Jones. Quicken will not help with getting the tax data to TurboTax. 0 3 3,357 Reply. NN9. ... (CD) version of TurboTax. I changed my browser from Chrome to Microsoft Edge. From Edge, I logged into my Edward Jones account which …
r/investing on Reddit: My Edward Jones rep told me to forget …
WebAccount Number: First 8 digits. Date of Birth: MM/DD/YYYY. Social Security Number: Last 4 digits. Next. For assistance, call 800-441-5203. WebSelling a mutual fund should only take a day, transferring to your bank is 1-3 days. You need to be careful about what type account this is. If it is an IRA account you will be on the hook for penalties if you withdraw before you are 59.5 in addition to additional taxes. If it's a regular brokerage account you will need to pay taxes on any gains. numb by marshmello 1 hour
I can’t seem to log in to Edward Jones to import information …
WebUpon moving Edward Jones charged us a 29,000 “fee” for their “services” over 5 months including fees on the 400k of the annuity that was never even transferred into the trust. These people ... WebGo with Vanguard, Fidelity, or Schwab. The average mutual fund expense ratio at Vanguard is 0.09% for reference. Run, don't walk, to Vanguard. The total rip-off 1.4% management fee for your cash at Edward Jones will pale in comparison to any trade commissions you'll have to pay if you dare to trade equities. WebEdward Jones also often recommends funds with front load fees of 5%+. (Basically, you have to pay 5% right off the top to even invest your money. Vanguard index funds charge 0%. Consider than 92% of actively managed funds underperform the S&P 500. So you’re paying a huge chunk of fees for what are likely to be subpar returns. ... r/Bogleheads ... numb burning left thigh