XLS DOWNLOAD INSTRUCTIONS
Edward Jones provides a downloadable spreadsheet file containing your realized gain and loss information.
- Login to Edward Jones online access.
- Click the "Documents" link at the top of the page.
- Click "Tax Forms" link at the top of the page.
- Click "Excel" link under "View//Download" column for each investment account you want download.
Please email us at firstname.lastname@example.org with new information if any of the above is out-of-date or incomplete.