Welcome to

KEEP…The Safest Place in the Castle.

A Better Savings Account for Your Clients’ Cash.

FICA For Advisors is now
KEEP by StoneCastleSM, helping advisors attract,retain, and protect large cash balances.

FICA For Advisors is now KEEP by StoneCastleSM,
helping advisors attract, retain, and protect large cash balances.

Greater Federal Insurance Protection

$100MM
$250,000

KEEP by StoneCastle

Traditional Bank Accounts/
High-Yield Online Savings Accounts

4.25%

APY1

Up to

$100MM

in Federal Insurance

100%

Liquidity2

No account fees, term commitments, or principal risk

KEEP… Earning More for Your Clients

See how clients can earn more with KEEP on their held-away cash.

Deposit Amount

$1,000,000

Yearly Earning Potential

National Savings Account Average

0.43%3

$4,300

KEEP by StoneCastle

4.25%

$42,500

Protect clients’ cash &
family legacies.

For centuries, the keep of the castle was designed to protect families and their generational wealth from all external forces. While the days of defending castles are long gone, the principle of KEEP endures by bringing an unmatched level of security to your clients’ most personal asset—their cash.

KEEP… the safest, most fortified room of the castle.

As Seen In…

KEEP…

Protected

Fortified to Protect All Your Client’s Cash

We're committed to safeguarding every dollar of your clients' cash. With more than 1,000+ insured depository institutions in its network, KEEP provides principal protection up to $100 million per client tax ID.

Connected

Integrated with All Major Data/Portfolio Platforms

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

Growing

Capture Held-Away Cash & Support Organic Growth Goals

KEEP enables you to attract and integrate held-away cash that may be underperforming or is uninsured. HNW individuals, businesses, trusts, non-profits, and other organizations typically have idle cash that can quickly contribute to your organic growth goals.

Saving

Clients Earn a Highly Competitive Savings Rate

Come for the safety and “keep the returns”. Clients benefit from a competitive rate that helps them reach their investment goals faster.

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 Cash Safe Since 2009

Have questions or need further information?