KEEP...A Better Savings Account
The cash conversation just KEEPS getting easier to have.
Only you have the power to offer your clients KEEP,
available exclusively through RIAs/wealth managers. With uninsured deposits of nearly $7
trillion in banks* and an average national savings rate of .43%2, the time to
help your clients protect, save, and earn more on their cash is now!
KEEP’s risk-free 4.25% APY (effective 12/1/2024), combined with $100
million in FDIC Insurance and overnight liquidity empowers you with one of the most
competitive insured cash solutions in the wealth management space to attract held-away
cash, add client value, and organically grow your business.
KEEP…in touch!
We’ll contact you to answer any questions you have and get you set up on our advisor portal. You’ll also get access to proven turnkey marketing materials and client communications to help you quickly capitalize on the held-away cash opportunity. Let’s have the cash conversation!
* Source: FDIC Q2 2024 Quarterly Report.