Related Information
Comprehensive Relationship Statement
Enjoy the Benefits of Relationship Banking
A typical statement may include information on deposits (CDs, checking accounts and savings accounts), lines of credit1, retirement, credit cards2
Once you've chosen the accounts you want to view on your monthly statement, you can decide between various levels of detail for each account. Some accounts can provide information in detail, such as payee detail from your checks and expense coding. Other accounts, including loans and trust accounts, may provide only summary information. Your Relationship Manager or Key Privilege Client Services can offer more information about this checking account option and help set it to your preferences.
For future budgeting and tax preparation, the KeyBank year-end recap statement is a valuable tool.
Comprehensive statement features.
You can consolidate almost all of your accounts onto a single, easy-to-read monthly statement. A typical statement may include information on the following accounts:
- Deposits (CDs, checking accounts and savings accounts)
- Loans and lines of credit1
- Retirement
- Credit cards2
- Investments3
You can choose which accounts to include as well as the level of detail.
- Some accounts provide information in detail
- Summary information only available for some loans and trust accounts
- Your statement may also include payee detail from your checks and expense coding
- Year-end recap statement will offer tools that may be used in the future for budgeting and tax preparation
Your Relationship Manager or Key Privilege Client Services can offer more information about this checking account option and help you set it to your preferences.
1 All credit products are subject to credit approval.
2 Credit cards are subject to credit approval. The creditor and issuer is KeyBank N.A.
2 Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank). Investment and insurance products made available through KIS and KIA are:
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.
Bank and Trust products from KeyBank National Association, Member FDIC.
