Online services provided through Intuit Quicken® and Microsoft® Money personal finance management software programs allow users of these popular programs to retrieve investment data from their Morgan Keegan MOR Account or brokerage account. Current balances, transactions and holdings from investment accounts are updated through a direct, secure connection via the Internet.
Quicken's online investment tracking allows users to access account and investment information easily at anytime, day or night. Through the stock quote feature, portfolio holdings can be updated to reflect current values. Users may use this data to create detailed reports on their financial portfolio. MOR Account holders with checking and debit card activity may also retrieve history on these transactions.
Getting Started Is So Easy!
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Users must first register for Morgan Keegan's Client Access online service. This is as simple as contacting your financial advisor to obtain a user ID and password. Then you will need to sign on to our Client Access Web site at least once before attempting to link through Quicken or Money.
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You will find Morgan Keegan listed among the supported financial institutions in Quicken. Look for us in the drop down menu, or simply type in "Morgan Keegan" and Quicken will return a link in response to your search. If Morgan Keegan doesn't appear, you may need to update your software to the most recent release – for details go to http://www.intuit.com/support/quicken/updates/index.html
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After selecting Morgan Keegan, enter your customer ID and password. After the initial connection, you will see a list of your Morgan Keegan accounts set up for Client Access. You may choose any combination of accounts from which to download information.
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You may choose to schedule automatic downloads of your brokerage account information for a specific day and time. The new Account Bar provides single-click access to the accounts that you use most often. The Account Bar also displays your balance for each account and provides a flag icon indicating a "to do" item, such as new downloaded transactions to review.
Questions?
Contact our Client Access Support Group if you have questions about any of these new online services at 1-877-365-3638. Your Morgan Keegan financial advisor can set up a Client Access password for you.
Quicken and Quicken TurboTax Online are registered trademarks of Intuit Inc.
