Text messaging

Enrol today to text with your financial advisor's office and access additional account security features.

Texting gives you one more way to easily reach your financial advisor, receive appointment reminders, and get access to additional account security features.

For clients with Online Access, the texting program provides additional options when it comes to ensuring your account is secure.

• Security alerts - Receive text alerts for changes to your Online Access email address, password, and/or user ID.
• Two-step authentication- Receive a special code via text used to authenticate your identity each time you log in to Online Access.

In order to enrol in these security features, you must be enrolled in Online Access and have verified your mobile phone number.

Two ways to enrol in texting

1. Clients without Online Access:

Text the word “Connect” to 30597 and follow the instructions to start texting with your financial advisor. Message and data rates may apply.

2. Clients with Online Access:

Follow the instructions below to enroll in texting and to sign up for security alerts or two-step authentication. If you do not need these optional features, you can text the word "Connect" to 30597 or follow the instructions below to start texting with your financial advisor.

For more information about our texting program, see our Program Overview. Or, if you have questions or need assistance, please contact Online Access Client Support at (866) 788-4880.

Step 1: Verify your mobile phone

1. Log-in to Online Access.
2. Navigate to the "Settings" and select "Manage" next to Phone/Text.
3. From the Manage Phone/Text screen, select "Enrol in Texting" which will appear next to any mobile number.
4. Agree to the consent and click "Send Verification Code" at the bottom of the screen. This triggers the verification process for your mobile phone.
5. Obtain the code sent to your mobile phone, and enter this code on the screen. Select "Complete Verification."
6. Once the verification is complete, you will receive a welcome text on your verified mobile phone with a short code (an abbreviated phone number) that you can use to text with your financial advisor's office. You can save this short code to your Contacts.

Note: You can turn off texting at any time through the Settings page > Manage link in the Phone/Text section. You can also reply STOP to a text sent from Edward Jones. Either action will turn off texting as well as text alerts and two-step authentication.

Step 2: Set up security alerts

Once the mobile phone number verification is complete, you can enrol in text message alerts. Here's how it works:

1. Log-in to Online Access.
2. Navigate to the "Settings" and select "Manage" next to the Alerts section.
3. On the "Manage Alerts" page, you can choose any of the following text alerts:
   • Password Change
   • Email Change
   • User ID has been locked
   • User ID has changed
   • Received a secure message
4. Once preferences are saved, you will receive the respective security alerts on your mobile phone from the designated short code.

Important: These alerts are automated and do not accept responses. Contact Online Access Client Support at (866) 788-4880 with questions.

Note: You can turn off alerts at any time through the Settings page > Manage link in the Alert section. You can also reply STOP to a text sent from Edward Jones. Either action will turn off text alerts as well as the ability to text with your financial advisor's office and two-step authentication.

Step 3: Enrol in two-step authentication

Once the mobile phone number verification is complete, you can enrol in two-step authentication. Here's how to enrol:

1. Log-in to Online Access.
2. Navigate to the Settings page and select "Enrol Now" under the Security Settings section.
3. Click "Enrol Now", select a mobile phone number and agree to terms and conditions for two-step authentication.

Note: You can turn off two-step authentication at any time through the Settings page > Manage link within the Security Settings section. You can also reply STOP to a text message from Edward Jones. Either action will turn off two-step authentication as well as text alerts and the ability to text with your financial advisor's office.