Edward Jones respects the privacy of our clients and is committed to safeguarding your personal information. This Privacy Policy outlines how we collect, use, protect, and share your personal data when you use our financial services, websites, and mobile applications (the “Services”).
By accessing or using our Services, you agree to the practices described in this Privacy Policy. If you do not agree with our practices, please do not use our Services.
1. Information We Collect
We collect different types of personal and financial information to provide you with our financial services, including:
Personal Identification Information: Name, address, email address, phone number, date of birth, and Social Security number. Financial Information: Bank account details, credit card information, investment portfolio, income details, and other financial data. Transaction Information: Records of your transactions and communications with us. Online Activity Information: Information collected automatically when you visit our website or use our apps, such as IP addresses, browser types, device information, and usage patterns.
2. How We Use Your Information
We use the information we collect for the following purposes:
To provide you with financial advice, investment management, retirement planning, and other services. To process transactions and manage your accounts. To communicate with you about your account, transactions, and updates to our services. To personalize your experience with our Services and recommend relevant products or services. To comply with legal and regulatory requirements, including those related to anti-money laundering, fraud prevention, and tax reporting. To improve our Services, website functionality, and mobile apps.
3. Sharing Your Information
We do not sell, rent, or lease your personal information to third parties. However, we may share your information in the following circumstances:
Service Providers: We may share your data with third-party service providers who assist us in delivering our Services, such as payment processors, data storage providers, and legal or audit professionals. These providers are required to use your information only for the purpose of providing services to Edward Jones. Legal and Regulatory Obligations: We may disclose your personal information as required by law, in response to subpoenas, court orders, or other legal processes. Business Transfers: In the event of a merger, acquisition, or sale of assets, your personal information may be transferred as part of the transaction. We will notify you of any such changes to our privacy practices.
4. Security of Your Information
We implement a variety of security measures to protect your personal information, including encryption, firewalls, and access controls. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee the absolute security of your data.
5. Your Rights and Choices
You have the following rights regarding your personal data:
Access: You may request access to the personal information we hold about you and request corrections if necessary. Opt-Out: You may choose to opt-out of receiving marketing communications from us by following the unsubscribe instructions in our emails or contacting us directly. Data Deletion: You may request the deletion of your personal data, subject to certain legal or contractual limitations. Do Not Track: We do not currently respond to “Do Not Track” signals from your browser.
6. Cookies and Tracking Technologies
We use cookies and similar tracking technologies (such as web beacons) to improve your experience on our website and mobile apps. Cookies help us:
Remember your preferences and settings. Analyze website traffic and trends. Offer personalized content and advertisements.
You can control cookie settings through your browser settings, but please note that some features of our Services may not function properly if cookies are disabled.
7. Retention of Your Information
We retain your personal information only as long as necessary to fulfill the purposes outlined in this Privacy Policy, or as required by law. When we no longer need your personal data, we will securely delete or anonymize it.
8. Children’s Privacy
Our Services are not intended for children under the age of 13, and we do not knowingly collect personal information from children. If you believe we have collected information from a child under 13, please contact us immediately so we can take appropriate action.
9. International Transfers
If you are located outside the United States, please be aware that your personal information may be transferred to, and processed in, the United States, where data protection laws may differ from those in your country. By using our Services, you consent to the transfer of your personal data to the United States.
10. Changes to This Privacy Policy
We may update or modify this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Effective Date." We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.
11. Contact Us
If you have any questions about this Privacy Policy or how we handle your personal information, please contact us at: