Trust certification form edward jones 2025

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The document is an authorization and agreement form for managing agency accounts with Edward Jones Trust Company, specifically for trust and fiduciary accounts. It outlines the responsibilities of account holders, including the requirement for co-fiduciaries to agree unanimously on instructions, the necessity of certifying their authority, and the acknowledgment of fees associated with the account. Additionally, it includes a W-9 certification section for tax identification purposes and mentions a binding arbitration provision.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Whats the difference between Edward Jones and Edward Jones Trust Company?

Please contact Edward Jones Trust Company with any questions about our services at (800) 445-7224.

Does Edward Jones do special needs trusts?

Edward Jones Trust Company can serve on most trusts including: Living trusts. Testamentary trusts. Special needs trusts.

Does Edward Jones have trust accounts?

The selection of the Edward Jones Trust Company helps to ensure that a team of professionals services each trust account. The selection of the Edward Jones Trust Company helps to ensure that a team of professionals services each trust account.

Why are people leaving Edward Jones?

Trust and related services are provided by Edward Jones Trust Company, an affiliate of Edward D. Jones Co., L.P. (Edward Jones), a dually registered broker-dealer and investment adviser.

Does Edward Jones have a trust department?

Edward Jones Trust Company provides three different levels of service based on your current and future needs: Managing Agent We can simply provide you investment and administrative services for a trust, a personal account or an Individual Retirement Account.

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