Key Investment Services Disclosures
Regulation Best Interest
KIS Form CRS – Customer Relationship Summary
Form CRS – Redlined Version Highlighting Changes
KIS Best Interest Client Disclosure Guide
Products Available Through KIS
KIS Fee Schedule – June 1, 2024
Conflicts for KIS and Financial Professional
Brokerage and certain investment advisory services 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) and underwritten by third party insurance carriers not affiliated with KIS. KIS and KIA are affiliates under the common control of KeyCorp. 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 KIS on FINRA's BrokerCheck.
Non-Deposit products are: