Sign On
  • KeyNavigator
    Sign On Form is Loading
  • CIS Online Brokerage CIS Login

Get a quick overview of everything KeyNavigator has to offer.

KeyNavigator: Navigaton

The KeyNavigator site is consolidated into intuitive navigation categories. Access sub-categories in a menu quickly and easily by hovering on the main navigation.

Main Navigation

Main Navigation

Depending on your entitlements for KeyNavigator, these are the potential categories that will appear in your main navigation.

Main Navigation

Hover on a main category to view and select the services you can access.

Utility Navigation

Utility Navigation

Access your alert messages from the Message Center tab.

Utility Navigation

Get access to online help or contact customer service from the Support tab.

Utility Navigation

Manage your account settings and users through the Administration tab.

System Notifications

System Notifications

An alert will display at the top of your page with important system notifications.

Informational Banner

Informational Banner

Get helpful news and tips about KeyNavigator in this area on your dashboard.

My Key Contacts

My Key Contacts

No need to dig around for contact information on your KeyBank team. You can save their information to the bottom of the dashboard for easy access.

My Key Contacts

Adding a new contact is simple. Just select the '+' button to complete fields for a new contact.

My Key Contacts

A new contact has been saved to the bottom of your dashboard.

KeyNavigator: Customized & Personalized

Introducing customizable 'views' − Choose exactly which 'views' you want to see on your dashboard to help you complete everyday tasks more efficiently.

Views

Views

These are the views that you have selected for your dashboard. Views are high level details and functions for key tasks that can be customized based on your needs.

Views

If you select Edit Views, you can change which views you have on your dashboard.

Views

To add an available 'view' to your dashboard, drag a 'view' from the catalog on the right to the list along the left.

Views

The new 'view' is now added to your dashboard.

Views

From the list along the left, you can also select the three-lined 'grab' icon to grab and drag an existing 'view' and move it up and down the list.

Views

A new 'view' has been added and moved up the list for quicker access.

Views

For select 'views', you can make further customizations by selecting the 'gears' icon within a given 'view'.

Views

Upon selecting the 'gears' icon, a pop-up window will be displayed with customization options for the given view.

Quicklinks

Quicklinks

These are your 'quicklinks' − sections you can bookmark from across KeyNavigator. You can bookmark up to five 'quicklinks'.

Quicklinks

To modify the 'quicklinks' on your dashboard, select the 'gear' icon.

Quicklinks

Upon selecting the 'gear' icon, a pop-up window will be displayed with all 'quicklinks' available for you to bookmark. Your previously selected quicklinks will display with checkboxes.