Edward Jones


XLS DOWNLOAD INSTRUCTIONS

Edward Jones provides a downloadable spreadsheet file containing your realized gain and loss information.

  1. Login to Edward Jones online access.
  2. Click the "Documents" link at the top of the page.
  3. Click "Tax Forms" link at the top of the page.
  4. Click "Excel" link under "View//Download" column for each investment account you want download.




Please email us at support@form8949.com with new information if any of the above is out-of-date or incomplete.