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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.

June 2020

Regulation Best Interest

KIS Form CRS – Customer Relationship Summary

KIS Best Interest Client Disclosure Guide

Licensed Relationship Manager Addendum

Wealth Protection Strategist Addendum

Products Available Through KIS

KIS Fee Schedule

Conflicts for KIS and Financial Professionals

KIS Form ADV Part 2A Appendix 1

KIS Form ADV Part 2A Appendix 1 Key Digital Portfolio Advisor

KIS Form ADV Part 2A Financial Planning

KIS Business Continuity Disclosure Statement

View our KIS Business Continuity Disclosure Statement, and SEC Regulation Best Interest Disclosures above.

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.

Call Us

1-888-KIS2YOU

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

Clients using a relay service:
1-866-821-9126

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