Note: For security purposes, only one person can be logged in at a time for each user name. If someone else attempts to login at the same time the user name is in use, the connection will be terminated. If additional user names are needed, please contact us using the comments box located on the log-off screen.

To return to the previous screen, click the Back button on your computers internet browser software. Usually it is found in upper left hand corner of your screen.


  1. Please go through the logoff screens when leaving E-Folio.
    Get to the "Log Off" button by backing out to the Home Page and clicking the "Log Off" button. This will disable your connection and help prevent hackers from piggy-backing on your login.

  2. To increase/decrease the font size.
    Click "View" then "Text Size" from the Internet Explorer menu and select the desired adjustment.

  3. Wait for pages to finish loading.
    It is best to wait until pages completely finish loading before selecting the next page.
    This will assure that selections you make on one page will be successfully transmitted to the next page. It will reduce long waits and errors.

Disclaimer: E-Folio, which may include security information, analytical information, various accounting and graphic reports, consists of data and information supplied by various third-parties and by the institutions relying upon the information provided. The users of the website acknowledge that neither Raymond James | Morgan Keegan nor any third-party provider independently verifies the data and information contained within the website. Also, because computer software is inherently complex and may not be completely free of errors, you are advised to verify the data and information which you supplied to Raymond James | Morgan Keegan. AS A RESULT, RAYMOND JAMES | MORGAN KEEGAN MAKES NO WARRANTY, EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION, ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE WITH RESPECT TO THE INFORMATION PROVIDED BY THIS WEBSITE. IN NO EVENT WILL RAYMOND JAMES | MORGAN KEEGAN OR ANY THIRD PARTY PROVEDERS, OR THEIR RESPECTIVE OFFICERS, DIRECTORS, AGENTS, OR EMPLOYEES BE LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL, ECONOMIC, COVER OR CONSEQUENTIAL DAMAGES (INCLUDING LOST PROFITS) INCURRED IN OR ARISING FROM THE USE OF THE WEBSITE OR INFORMATION PROVIDED WITHIN, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

Nothing contained herein shall be deemed to be an offer to sell, or a solicitation of an offer to buy the securities mentioned. Raymond James | Morgan Keegan, its third-party providers, their officers, directors, and employees may have an interest in one or more the securities mentioned. The reproduction, in whole or in part, of any portion of the Website is prohibited without prior written permission from Raymond James | Morgan Keegan. Activities conducted on this website are subject to monitoring.

Raymond James | Morgan Keegan & Company, Inc., member FINRA and SIPC, is a subsidiary of Raymond James Financial, Inc. The securities and other investment products described herein are: 1) Not insured by the FDIC, 2) Subject to investment risks, including possible loss of the principal amount invested, 3) Not deposits or other obligations of, nor guaranteed by Raymond James, Raymond James | Morgan Keegan or any of their affiliates.