1099-B 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.
Open Financial Exchange (OFX) Server
Edward Jones hosts an OFX server. However, they restrict access to the server such that we cannot retrieve your data in your bahalf.
If you have additional or newer information regarding Edward Jones downloadable files, please email us at firstname.lastname@example.org .