Key Investment Services Disclosures
Here you’ll find new and updated firm disclosures required under regulations adopted by the Securities and Exchange Commission that are related to our products and services.
View our KIS Business Continuity Disclosure Statement, SEC Regulation Best Interest Disclosures, and Form CRS – Customer Relationship Summary.
Check the background of this firm on FINRA's BrokerCheck.
Investment products are 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, 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.
