Note: You are experiencing problems viewing our site due to compatability issues with your browser. Although you are not seeing the intended design, you should still have access to the site content. For full viewing capability, our System Requirements page will provide you with information and links to several browser options.

Morgan Keegan » Private Client Group » Investing » Investment Services » MKDirect » Portfolio Guidance: How It Works

MK Direct

» MK Direct
» About MK Direct

Service Levels

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

Investment Topics

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

Forms

» IRA Distribution forms and other forms

Tools

» Market Commentary
» Investment articles
» Financial Calculators

Schedule a Consultation

Call Us
1.866.951.9511


Email Us

Open an Account

How it works—Four Steps to Taking Control of Your Financial Future

Step 1: Complete and submit the Investment Profile Questionnaire. Our advisors 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. A financial advisor will take your new account information over the phone and open 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, your financial advisor will notify you of any changes the Investment Strategy Committee recommends for your portfolio. You have the choice of how and when to implement the changes.

Get started now ►