Key Wealth Direction®
Big financial picture, small screen. With every detail at your fingertips, planning is a whole lot easier.
Key Wealth Direction gives Key Private Bank clients a comprehensive view of their finances, goals, and Key Wealth Plan in one place. Use Key Wealth Direction to collaborate online with your advisor and instantly view your assets anytime. With this exclusive, personalized portal, your financial team can be there every step of the way to help you plan for life’s challenges and opportunities.
Benefits of Key Wealth Direction
Access expert guidance from our financial advisors.
Key Wealth Direction lets you collaborate with your advisors anytime, online. Beyond investment choices, your financial team can provide detailed advice on retirement planning, insurance, healthcare, trusts, estate planning, taxes, and education for your children.
See how life events impact your wealth and make adjustments accordingly.
Use this interactive portal to see how certain scenarios might impact your financial situation. Then, collaborate with your financial team to develop solutions that manage your wealth effectively in any circumstance.
Get instant access to your wealth plan and your important financial documents.
Use Key Wealth Direction to see your complete financial picture and access your secure, important documents anytime, whether you’re at home or across the globe.
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We’ll set you up to speak with a team member in your state.
It’s an online financial planning and wealth management portal that allows you to view all your financial assets, including those held at other institutions, through your own customized, aggregated website. But Key Wealth Direction does more than simply list these accounts — it provides a comprehensive view of your finances, goals, and a roadmap for success.
With Key Wealth Direction, you can track your progress toward your goals and access the extensive financial expertise of Key Wealth — all right at your fingertips.
Here are some additional benefits of Key Wealth Direction:
- Store all your important documents and information in one place
- Understand your cash flow better, both today and in the future
- See your updated account balances
- Review your asset allocation on all your accounts
- Get easy portfolio visibility and access to your investments
- Use interactive tools to track and budget your spending
- Test how the changing financial markets impact your goals
- Connect and collaborate with your Key Wealth financial team
Key Wealth Direction offers two interactive financial tools to help you manage your finances effectively.
Budget Tracker
The budget tracker allows you to monitor your spending patterns and create personalized budgets. By comparing your estimated expenses with actual spending, you can better manage your cash flow and make informed adjustments that align with your financial goals.
Asset Allocation Tool
The asset allocation tool provides insights into your investment portfolio, showing how market changes may affect your assets. This enables you to evaluate your financial decisions confidently and make adjustments as needed.
With Key Wealth Direction, you can collaborate with your Key Wealth financial team. This includes your Relationship Manager, Wealth Planner, and others. You can view your Key Wealth Plan and suggest changes to your goals, get broader advice on your portfolio, or simply view your probability of success. Key Wealth Direction makes it easy to view your updated Key Wealth Plan, supplementing your in-person meetings.
Key Wealth takes your financial security seriously. We safeguard your data and financial information by using sophisticated tools and technology. These tools include advanced encryption formats for protecting your information — twice the standard of most financial services companies and stored in a segmented, secured database. We also constantly monitor our systems for any indication of attempted cyberattacks.
Ask your Key Wealth financial professional for more details.
Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).
Banking products and services are provided by KeyBank, Member FDIC. Trust and certain custody and investment management products are provided by KeyBank, a national bank with fiduciary powers. KeyBank is an Equal Housing Lender. All loans provided by KeyBank are subject to underwriting, credit, and collateral approval, in addition to origination or other transaction fees. Financing availability may vary by state. Restrictions may apply NMLS ID 399797.
KeyBank and its affiliates do not provide tax or legal advice. Individuals should consult their personal tax advisor or attorney before making any tax-related investment decisions.
Investing involves risk, including potential loss of principal amount invested. There is no guarantee that investment objectives will be achieved. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee returns or protect against losses.
Non-Deposit products are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY