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Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).
KeyBank, KIS and KIA are separate entities. Each entity separately supervises the sales and other activities of financial professionals providing access to its products and services.
Services provided by KeyBank, KIS and/or KIA should not be used in substitution for independent and personal tax advice. KeyBank, KIS and/or KIA do not provide legal advice. Individuals should consult their personal tax and/or legal advisor concerning their particular situation.
Banking products and services are provided by KeyBank, Member FDIC. Trust and certain custody and investment management products are provided by KeyBank, a national bank with fiduciary powers. KeyBank is an Equal Housing Lender. All loans provided by KeyBank are subject to underwriting, credit, and collateral approval, in addition to origination or other transaction fees. Financing availability may vary by state. Restrictions may apply NMLS ID 399797.
Investment products, brokerage and investment advisory services are offered through KIS, member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KIA. Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank.
To learn more about KIS’s investment business, as well as our relationship with you, please review our KIS Form ADV Part 2A Appendix 1, 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.
There are important differences between banking, brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties.
Investing involves risk, including potential loss of principal amount invested. There is no guarantee that investment objectives will be achieved. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee returns or protect against losses.
Non-Deposit products are: