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The Process of Investing with a Trust Is Straightforward The trustee, acting on behalf of the trust, then opens a bank or brokerage account in the trust's name and uses the account to acquire assets.
Based on your goals and comfort with risk, you will choose from a number of professionally designed and managed models that align with our guidance. Your portfolio will contain a select mix of mutual funds, ETFs and/or separately managed allocations (professionally managed individual stocks and bonds).
In an Edward Jones Select Account, you can build your portfolio with a range of investment choices that includes stocks, bonds, CDs, mutual funds, exchange-traded funds (ETFs) and annuities.
Edward Jones Trust Company provides three different levels of service based on your current and future needs: Managing Agent \u2013 We can simply provide you investment and administrative services for a trust, a personal account or an Individual Retirement Account.
Edward Jones does not serve as a fiduciary except for at the Plan level of retirement plans. This means that their advisors aren't legally required to put their clients' needs ahead of their own. And Edward Jones' compensation disclosure admits that some of its advisor incentives could lead to conflicts of interest.
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As a professional trustee, Edward Jones Trust Company can be named as current, successor or co-trustee. If you are looking for a responsible, experienced and unbiased trustee to step in now and assist in handling your affairs, you can name Edward Jones Trust Company as the current trustee of your trust.

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