To send funds from your Edward Jones account directly into your Backpack account, you'll need to add Backpack as a new bank account to your Edward Jones account. This is a one-time setup that will make future transfers quick and easy.
Do you use a Financial Advisor?
Financial Advisors are familiar with how to add a new bank account (like Backpack's) to investment accounts and will be able to assist with linking your 529 Plan to Backpack.
To help answer any questions your Financial Advisor might have, you can share this guide with them - What Financial Advisors need to know.
Adding Backpack as a Bank Account
Edward Jones Requires Financial Advisor Assistance
Edward Jones does not allow account holders to add new bank accounts online.
To link Backpack:
Contact your Edward Jones Financial Advisor and provide your Backpack account number and routing number which can be found on your Backpack Dashboard.
Your advisor will send you a form to complete and sign to add Backpack as a new bank account.
Once the form is processed, transfers to Backpack can be initiated.