How frequently can I change my investment allocations with Edward Jones?

Asked 5 months ago
The frequency with which you can change your investment allocations with Edward Jones can vary based on the specific investment products you hold and the terms associated with your investment account. In general, investors have the flexibility to adjust their allocations as often as they wish. However, it is important to consider any potential tax implications or fees that may arise from frequent trading, particularly if you are dealing with taxable accounts. Additionally, some investment accounts may have restrictions or limitations on how often certain changes can be made. It is advisable for investors to review their specific account agreements and understand any related policies. For more detailed and tailored guidance on investment allocations and any potential implications, it may be beneficial to visit the Edward Jones website for additional resources or contact an advisor through the official channels listed there.
Christian Allen is the editor / author responsible for this content.
Answered Jul 10, 2025

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