On February 19, Morgan Keegan will begin to operate under the Raymond James name. The combined firm represents one of the country’s largest full-service wealth management and capital markets firms not headquartered on Wall Street.
On February 19, this site will be replaced with a temporary page that contains links to corresponding information found on raymondjames.com.
The Client Access portion of this site will no longer be available starting February 19. Raymond James’ online account access site, Investor Access, will replace this service, and will include historical Morgan Keegan account activity and statements. For more information, see:
Additional information for Morgan Keegan clients is available here. If you have questions about this transition, please contact your financial advisor.
We appreciate your business and look forward to continuing to serve you as a part of Raymond James.
When to Expect your 2012 Form 1099
Morgan Keegan will provide your 1099 forms for tax year 2012. To maintain the accuracy of our tax reporting, 1099s will be issued in two waves. The first wave was mailed on February 4, 2013, to accounts that do not hold structured products, such as mutual funds, real estate investment trusts (REITS) and unit investment trusts (UITs), or that did not have sales transactions. All remaining 1099s are expected to be mailed in late February. Amended 1099s will follow as necessary. Updates will be posted on this web site when available. Please direct any questions to your financial advisor.