WMS Online Access

Wealth Management Services' web site offers special services and features for account holders through the Client Access portion of the site. Anyone with an active Wealth Management Services' account may request a log in and password for Client Access from Wealth Management Services.

Once inside Client Access, you'll find valuable features including:

Your personal Client Access home page. Included on this page is an overview of your Wealth Management Services' accounts showing a 20-minute delayed value for up to ten accounts of your choosing. You can even give each account a simple name in lieu of the account number. Set up a Watch List of up to ten stocks to help you keep an eye on stocks of interest. You'll also be updated regularly on changes in Morgan Keegan's Focus List and Research Ratings, and advised of newly published Research Reports.
 

Up-to-date Account Information when you want it. Log on anytime to review the portfolio positions, open orders, realized gains and losses and many other items pertaining to all of your Wealth Management Services' accounts. Easy to follow tables provide all of the information you need to keep up with your financial accounts. The Archive section contains monthly account statements, trade confirmations, and tax reporting for the past 12 months, plus year end statements for the last three years.

Morgan Keegan Equity Research reports online. The complete library of current equity research is accessible through Client Access. This valuable resource includes information on over 200 companies covered by Morgan Keegan's analysts.

A current recap of Morgan Keegan's Focus List recommendations. Morgan Keegan's highly successful Focus List stock recommendations are updated immediately as additions or deletions are made to the Focus List. You'll even see alerts on the Client Access home page.

Lots of Market Data. See how various markets are performing throughout the day. Track the most actively traded issues on all the markets, and review the latest news headlines.

To learn more about the features of Client Access, view the interactive preview at the Client Access tab on the left. There's much more in store for subscribers to Wealth Management Services' Client Access.

To sign up for Client Access please use this form to provide us with all account numbers you would like to view, every account holder’s signature, and a phone number and a convenient time to contact you. You may suggest a client ID with a minimum of 5 characters.