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MOR ACCOUNT TRACKING

 

MOR ACCOUNT ALL INCLUSIVE STATEMENT

Your MOR Account statement provides a complete look at all your financial transactions each month, including all brokerage, check writing, Visa CheckCard, bill payment and MORewards activity.

  • An easy-to-read asset allocation pie chart gives a quick overview of portfolio holdings.
  • Cash flow and earnings summaries help you track income and spending.
  • Separate sections detail checking and debit card activity. Images of cleared checks are provided with statements.
  • Portfolio details include estimated annual income, accrued interest, investment return, cost basis and unrealized gain or loss for each holding.
  • Year-end summary statement recaps all activity to make tax preparation easier.
  • Choose to receive household reporting for multiple MOR Accounts and receive one monthly mailing with an overview report displaying values for each individual account as well as a combined value for all MOR Accounts.
  • Complimentary MOR Account binder to organize monthly and year-end statements.

REAL TIME UPDATES THROUGH CLIENT ACCESS

Register for Client Access and you will gain access to timely information on your account, as well as other online services, via this secure portal on Morgan Keegan’s Web site.

  • Get up-to-date information on portfolio holdings and account activity, including check writing and debit card transactions, online anytime.
  • View current and archived MOR Account statements on demand. Sign up online to receive your statements and trade confirmations electronically and cut down on paper files. Here's how: After logging into Client Access, under the "My Account" menu, select "eNotification." If you don't currently have Client Access, contact your financial advisor to find out how to get signed up.
  • Subscribe to the MOR E-Bill Management service and make electronic payments online.
  • Tap into Raymond James acclaimed equity research, as well as other helpful investment information provided exclusively for Client Access users.
» Learn More About The MOR Account