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Morgan Keegan » Private Client Group » Investing » Investment Services » MKDirect » Ongoing Advice: How It Works

MK Direct

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» About MK Direct

Service Levels

» Self-Directed
» Portfolio Guidance
» Ongoing Advice
     • Benefits
     • Investment Process
     • How It Works
» Compare Service Levels

Investment Topics

» 401(k) Rollovers
» Retirement Planning
» Education Planning

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» Click here for IRA Distribution forms and other forms

Tools

» Market Commentary
» Investment articles
» Financial Calculators

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1.866.951.9511


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How it works — Four steps to taking control of your financial future

Step 1: Complete and submit the Investment Profile Questionnaire to receive a no-cost, no-obligation Investment Recommendation. Our specialists will analyze your profile and email you an Investment Proposal that takes into consideration your time horizon, tolerance for risk and financial situation.

Step 2: Review your Investment Proposal with a financial advisor. One of our financial advisors will contact you to discuss your Investment Proposal, answer any questions you may have and provide you with next steps for executing your plan.

Step 3: Complete the new account paperwork and fund your account. Once your account has been funded we will set your plan in motion.

Step 4: Keep up to date. Once your asset allocation strategy is in place, the Investment Strategies Committee will automatically make changes to your portfolio to ensure that it remains properly aligned to your investment goals and objectives.

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