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Ease in, be active, or passive. Whatever your investing style, use Key Digital Portfolio Advisor to build your wealth with an online, low-cost, professionally managed portfolio.

Simplified, Low-Fee Investing

Save time and money with straightforward investing and professionally managed funds. Guided by your goals, we’ll continuously review your holdings and make automated adjustments to your portfolio. Also, with our simple quarterly billing and low fee of .5% of portfolio value, you’ll always know where you stand.

Professionally Managed Portfolio

A team of experienced portfolio managers will choose, monitor, and adjust your portfolio to keep your plan on track.

Always on Account Access

Check in to see updates in real time and manage your account anytime in online banking.

Experts to Talk to

You can always email or call us at 1-888-547-2968 to ask questions and stay on top of your portfolio.

Put Our Experience to Work for You

First, we’ll ask you a few questions. Your answers will help us understand your risk tolerance, needs and timeline. We’ll use that information to compare options, weigh investments and provide you with the best strategy to reach your goals.

Let’s build your strategy together.
Start investing with a minimum of $5,000.

Get Started

View our KIS Business Continuity Disclosure Statement.

Check the background of this firm on FINRA's BrokerCheck.

Investment products 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). KIS and KIA are affiliated with KeyBank National Association (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 and KeyBank are separate entities, and when you buy or sell securities you are doing business with KIS and not KeyBank.

Call Us

1-888-KIS2YOU

Clients using a TDD/TTY device:
1-800-539-8336

Schedule an Appointment

Talk to a Branch Manager in your neighborhood.

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