Vic Bernstein

Vic Bernstein /*********/
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Want easy access to your accounts and Edward Jones team? Online Access has everything you need to keep your finances at ...
08/21/2025

Want easy access to your accounts and Edward Jones team? Online Access has everything you need to keep your finances at the top of the class — all in one central location.

Connect and view accounts you have elsewhere in Online Access.

07/23/2025

Online Access makes managing your finances easier with our convenient and easy-to-use app. Track your goals, connect with your Edward Jones team, sign documents and much, much more.

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Not sure where you’re at with your financial goals? Luckily, Online Access makes tracking your progress a breeze — so yo...
06/17/2025

Not sure where you’re at with your financial goals? Luckily, Online Access makes tracking your progress a breeze — so you know where you’re at and where you’re headed.

Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

Leave paper-based investing behind. With Online Access, most of your documents and communications are delivered electron...
05/22/2025

Leave paper-based investing behind. With Online Access, most of your documents and communications are delivered electronically — so you can easily keep track of important paperwork online.

Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

Don’t let April showers rain on your parade. With Online Access, you can track your goals, chat with your Edward Jones t...
04/17/2025

Don’t let April showers rain on your parade. With Online Access, you can track your goals, chat with your Edward Jones team, sign documents and much, much more — all in one convenient location.

Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

Whether you’re cheering on your favorite team from home or courtside at the game, Online Access allows you to connect wi...
03/18/2025

Whether you’re cheering on your favorite team from home or courtside at the game, Online Access allows you to connect with your Edward Jones team with safe and secure messaging – anywhere, anytime.

Plus, you can view and sign documents, track progress toward your financial goals, and much, much more, all from your smart phone, tablet, or personal computer.

Download our app to stay connected.

02/18/2025

If you’re looking for an easier way to tackle your taxes, now’s the perfect time to sign up for Online Access and download our app. Easily view, print and download tax forms. You can also share them with your tax professional or import forms into your tax preparation software. It’s that simple.

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With the new year, you may have also set new financial goals. Online Access is the quickest way to check in on your fina...
01/21/2025

With the new year, you may have also set new financial goals. Online Access is the quickest way to check in on your financial goals and connect with your Edward Jones team to set new ones.

Download our app to stay connected.

As 2024 draws to a close, it's a good time to start setting goals for next year. Online Access and our app can help by o...
12/18/2024

As 2024 draws to a close, it's a good time to start setting goals for next year. Online Access and our app can help by offering goal tracking, the ability to explore what-if scenarios and secure communication with your financial advisor to discuss how those scenarios could affect your goals.

Learn all about the features and functions of Edward Jones Online Access and our mobile app. Sign up today!www.edwardjones.com/us-en

11/19/2024

Feeling that pressure to get everything in order before midnight strikes on December 31? Use our digital tools as you strategize how to maximize 2024 contributions to retirement accounts and 529 education savings plans.

You can also review your charitable giving goals to strive for the hoped-for impact.

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10/22/2024

Halloween's just around the corner. Attending a big costume party, taking kids trick-or-treating or planning a quiet night at home? Whatever your plans this year, download our mobile app so you can sign in to Online Access and check your progress from wherever you'll be.

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09/17/2024

We know it can be easy to lose track of appointments when caught up in the hustle and bustle of life. That's why Online Access makes it so easy to request appointments with your financial advisor, not to mention receive automated reminders for upcoming meetings.

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Address

622 Loudon Road Suite 202
Latham, NY
12110

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15187831341

Website

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