Key Investment Services Disclosures
Regulation Best Interest
KIS Form CRS – Customer Relationship Summary
KIS Form CRS Customer Relationship Summary – revised text
KIS Best Interest Client Disclosure Guide
Products Available Through KIS
KIS Fee Schedule – June 1, 2024
Conflicts for KIS and Financial Professional
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 non-bank affiliates of KeyBank National Association (KeyBank).
To learn more about KIS’s investment business, as well as our relationship with you, please review our KIS Disclosure page.
Check the background of this firm on FINRA's BrokerCheck.
Non-Deposit products 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.
