Join Key Private Client and pursue your goals with the support of a dedicated banker and advisor team. Key Private Clients enjoy our best banking experience, receive a personalized wealth analysis, plus insights and advice from the Chief Investment Office of Key Wealth Management.
Key Private Client Benefits
Premier Service
Stay in control and gain an edge in pursuing your financial goals with personalized digital tools and a 24/7 support line staffed by specialists dedicated to Key Private Client, all in addition to your own banker and advisor team.Premium Banking and Lending
Tailored credit and home lending options, enhanced savings accounts, our highest transfer and deposit limits, plus Key’s best available checking offer.Wealth Management Services
Take advantage of curated investment products, access to the Key Wealth Institute’s investment briefings, relevant articles, white papers, and national client calls, plus our specialized, three-step Key Wealth Analysis to build a wealth roadmap tailored to your goals.
See Why Some Families Have Been Working with Us for as Many as Six Generations.
To discuss your goals and how we can help you reach them, schedule an appointment for a 15-minute meeting with a Key Private Client banker near you.
197 years
From community roots, we have become one of the nation’s largest bank-based financial services corporations.
29 experts
The number of dedicated investment research professionals in Key’s Chief Investment Office.
$50 billion
The amount of assets under management at Key Wealth Management as of August 12, 2022.
Key Private Client is the marketing name through which KeyBank provides a banking and investment product and service offering through its affiliates as described below.
Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). Deposit, lending, and other banking products are available through KeyBank National Association (KeyBank), Member FDIC and Equal Housing Lender. KIS and KIA are affiliated with KeyBank.
Investment and insurance products made available through KIS and KIA are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY
KIS, KIA, and KeyBank are separate entities, and when you buy or sell securities and insurance products you are doing business with KIS and / or KIA, and not KeyBank. KIS and / or KIA control and supervise financial professionals concerning securities or insurance products and services. KeyBank controls and supervises financial professionals concerning any deposit lending or other banking products and services.
View our KIS Business Continuity Disclosure Statement, SEC Regulation Best Interest Disclosures, and Form CRS – Customer Relationship Summary.
Check the background of KIS on FINRA's BrokerCheck.