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Client Access

As a client of Morgan Keegan, you can gain access to a wealth of information by signing up for Client Access. Through the secure section of our Web site, Client Access users are provided with:

  • A customizable home page featuring overviews of each of your accounts, a stock watchlist you create, quick links to recent Morgan Keegan research and ratings changes, and market summary data.
  • Detailed account information that is updated throughout the day with portfolio positions, open orders, realized gains and losses and lots of other data pertaining to all of your Morgan Keegan accounts.
  • eNotification of statement availability. Sign up to receive email notices when your account statement is ready for viewing online. You’ll see your statements sooner and eliminate all the paper.
  • The Raymond James Equity Research library contains all the basic reports and research notes from our award-winning analysts. Search the entire database of 1,000 companies, then download the reports you are most interested in.
  • Quicken and Turbo Tax compatibility. It’s simple to download your investment data to one of these popular personal finance management software programs.

Take the online Preview of Client Access to learn more.

Review System Requirements before signing up.

Sign up for your own Client Access log in.