Edward Jones & Co. has teamed up with Citigroup to provide banking services to approximately 8 million customers.

Starting in 2024, Edward Jones advisors will begin offering Citi checking and savings accounts, with plans to later introduce securities-based loans and other banking products.

According to AdvisorHub, this initiative is aligned with the firm's transformational journey to modernize its wealth business, incorporating teamwork, increased client associate support, and other alterations to its century-old business model. According to Lena Haas, Head of Wealth Management Advice and Solutions at Edward Jones, this fresh offering will empower their nearly 19,000 financial advisors to better assist clients in attaining financial objectives through holistic advice, planning, and solutions.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.