Institutional Cash Expertise for RIAs & Wealth Managers

KEEP by StoneCastleSM
Helping advisors drive organic growth by attracting large dollar depositors.

HNW Individuals | Non-Profits | Trusts | Foundations | Businesses

Greater Federal Insurance Protection

$100MM
$250,000

KEEP by StoneCastle

Traditional Bank Accounts/
High-Yield Online Savings Accounts

4.00%

APY1

Up to

$100MM

in Federal Insurance

100%

Liquidity2

No account fees, term commitments, or principal risk

KEEP…
Earning and Protecting More

Access to a network of 1,000+ insured depository institutions empowers advisors to serve clients of
all sizes while offering a competitive rate compared to traditional accounts.

Deposit Amount

$1,000,000

Yearly Earning Potential

National Savings Account Average

0.41%3

$4,200

KEEP by StoneCastle

4.00%

$40,000

Realizing Organic Growth Goals by Attracting Large-Dollar Clients

Offering up to $100 million in federal insurance helps unlock new opportunities with large-dollar depositors that other solutions simply can’t do.

40% of all KEEP deposits through advisors come from business accounts.

As Seen In…

Unmatched Combination

Safety | Competitive Yield | Liquidity

Protection

Protect All Your Clients’ Cash

A network designed to safeguard every dollar of your clients’ cash. With access to more than 1,000+ insured depository institutions, KEEP provides principal protection up to $100 million per client tax ID.

Integration

Integrated with All Major Data/Portfolio Platforms

KEEP effortlessly integrates with your existing data and portfolio platforms, bringing household and institutional cash balances directly into your purview.

Organic Growth

Capture Held-Away Cash & Support Organic Growth Goals

Accelerate growth by capturing held-away cash from HNW individuals, affiliated businesses, nonprofits, and institutions—including family offices, large companies, public funds, and endowments. Transform idle or uninsured cash into a powerful engine for organic growth.

Saving

Clients Earn A Highly Competitive Rate

Whether for savings or operational cash, clients benefit from a competitive rate that helps them protect, save, and earn more.

Your Keys to the KEEP

Your online portal is your personal KEEP, offering a secure and customized experience. With your company logo, custom URL, and tailored dashboard, you can easily “keep watch” over your clients’ cash.

Dashboard

  • White labelled with your firm’s logo
  • Custom portal URL
  • Monitor/track client deposits

Administration

  • Pre-fill/send applications
  • Secure deposit/withdrawal transactions (ACH/Wire)
  • Statements/1099

Education

  • Business building ideas
  • Newsletters
  • Case studies

For Your Clients

  • Customized fact sheets
  • Turnkey communications
  • Secure client portal

Keeping Large Cash Balances Safe Since 2009

Have questions or need further information?