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Edward Jones investment firm commission structure, IRA account fees, margin rates.

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Choosing Edward Jones as your wealth-management company customers pay the cost for each investment that buy. Depending on what investors buy, they may pay commissions, markups or markdowns, sales charges and/or administrative fees.

Edward Jones Brokerage Account Fees Schedule

ProductPrice
Cash Management Solutions FeesNo Annual Fee
Checking: Write up to 120 checks per yearNo charge
Cost per check in excess of 120 per year*$0.25 each
Visa debit card$0
Cost per ATM withdrawal*$1.00
Edward Jones Money Market Fund Investment Shares/Edward Jones Tax-Free Money Market Fund$3 per month if average monthly balance falls below $2,5
Edward Jones Money Market Fund Retirement Shares (does not apply to ERISA qualified plan account$3 per month if average monthly balance falls below $1,5
Business Cash Management Solutions Fees$35 per year
Checking: Write up to 75 checks per monthIncluded
Cost per check in excess of 75$0.25
Visa debit cardIncluded
Cost per ATM withdrawal*$1.00
Minimum balance feeWaived
Additional Services and Fees
Reorder for 20 wallet-style checks$3.00
Reorder for 100 wallet-style check$9.00
Reorder for 25 business wallet-style checks$9
120 duplicate wallet-style check$18.00
252 three-to-a-page binder check$50.00
Edward Jones Income Manager Account - ONLY
Reorder for 120 checks
120 duplicate wallet-style checks


$15.00
$18.00
Returned check$25.00
Returned ACH payment$25.00
Stop payment request$20.00
Overnight delivery fee$25.00
Wire transfer fee (domestic only)$25.00
Account Services
Cash Interest Account (check and debit card use not availableNo charge
Estates Service Fee (charged for the re-registration of assets$100
Transfer on Death Agreement
Disbursement fee – due upon death of account holder and deducted from the account$300
Dividend Reinvestment
Reinvestment into stock2% of reinvestment amount
Reinvestment into mutual fundsNormal transaction fees
Dollar Cost Average
Systematic purchase of stocks2% of invested amount ($5 minimum)
Systematic purchase/sale/exchange of mutual fundsNormal transaction fees
Request for physical certificate issuance, if eligible$500.00 per certificate
Transfer out (waived if Edward Jones remains the broker-dealer of the receiving account)$95.00
Online Account Access
View accessNo charge
Online Bill Payment (available on single, joint, trust and sole proprietorship accounts with checking privilege$4.95/month for basic bill payment service

Some fee may be waived under certain circumstances.



Edward Jones Personal Line of Credit (A Margin Account)

ProductPrice
Assets Under Care For Relationship Pricing GroupInterest Rates
$0 to $99,999.996.00%
$100,000.00 – $249,999.995.75%
$250,000.00 – $499,999.995.25%
$500,000.00 – $999,999.994.75%
$1 million and over3.50%


Edward Jones Schedule of Fees for SIMPLE, Traditional/SEP and Roth IRA Accounts

ProductPrice
Annual Account Fee*
Individual Retirement Account (IRA)$40 per calendar year, not prorate
Additional IRAs of the same individual$20 per calendar year, not prorated
Account Services
Estates service fee (charged for the re-registration of assets)$100
Total transfer or termination of an account$95
Money Market Accounts and Adviser Services*
Cash interestNo charge
Edward Jones Money Market Fund Investment Share3 per month if average monthly balance falls below $2,500
Edward Jones Money Market Fund Retirement Share$3 per month if average monthly balance falls below $1,500
Edward Jones Tax-Free Money Market Fun$3 per month if average monthly balance falls below $2,500
Additional Services and Fees
Returned check$25
Returned ACH payment$25
Wire transfer fee (domestic only)$25
Annual private investment fee*Minimum $50 per calendar year per position held in the account. Additional fees and expenses may apply
Dividend Reinvestment
Reinvestment into stock*2% of reinvestment amount
Reinvestment into mutual fundsNormal transaction fee
Dollar Cost Averaging
Systematic purchase of stocks2% of investment amount ($5 minimum)
Systematic purchase/sale/exchange of mutual fundNormal transaction fees

Some of these fees may not apply to accounts in Edward Jones Advisory Solutions® or the Edward Jones Managed Account Program® (MAP).

* - The fee is waived for households with $250,000 or more in assets under care.

All fees are subject to change without notification. For details please visit the official Edward Jones website. Last updated: 4/25/2016.

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