Starting next month, you can easily help clients who had a taxable event in 2025 by accessing and downloading their documents on their behalf if requested. Visit the Document section in your client’s profile at edward-jones.protective.com for quick access. Clients can also download their documents directly from myaccount.protective.com. Help your clients stay connected to what’s important with MyAccount and share the benefits with our MyAccount consumer flyer.

For questions about 2025 tax documents, contact your Protective representative.