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Key Private Bank FAQs

Key Private Bank

How do I find a Key Private Bank professional?

You can meet us in person at a Key Private Bank office near you. Or you can contact Key Private Bank dedicated Customer Service team at: 877-634-2968.

What types of clients does the Key Private Bank help?
Key Private Bank teams are compromised of multiple financial professionals working together to offer advice and solutions for managing your life and your wealth. Our teams are dedicated to serving high net worth individuals like you, entire families, business owners and nonprofit organizations with the highest quality of care, operating under the fiduciary standard . We have helped clients for more that 190 years - including multi-generational families - and have relationships that span, on average almost a quarter of a century. We see ourselves as guides helping you navigate your life and your wealth plans to accomplish all that you deserve.
How does Key Private Bank serve nonprofit clients?
For foundations and endowments, we offer administrative, investment management and banking services. Many of our charitable clients tell us that Key Private Bank's planned giving, grant making support and fund accounting services are an integral part in executing their mission.
What is Key Wealth Direction®?
Your financial team includes a relationship manager, a financial planner and a unique sophisticated online tool called Key Wealth Direction®. This secure portal allows you to interact with your team and model what-if scenarios to adjust your financial and estate plans in real-time.
What is the Key Wealth Portal?
The Key Private Bank Wealth Portal allows you to easily view your trust account information online.