RIAs and Wealth Managers
Smarter cash management for RIAs and wealth managers.
KEEP is a high-yield, federally insured cash account offered exclusively through advisors, helping RIAs and wealth managers turn held-away client cash into deeper relationships with high-net-worth individuals, businesses, trusts, nonprofits and foundations.
| Competitive yield Earn a competitive yield compared to traditional bank or sweep accounts with no fees, no term commitments and no principal risk, giving clients a competitive return without sacrificing safety. |
| Overnight liquidity Access deposits next business day with no penalties, keeping client cash fully accessible at all times regardless of market conditions. |
| Unmatched protection Receive up to $100 million in federal deposit insurance per tax ID, 400 times the standard limit to protect client cash at scale. |
| Purpose-driven impact Activate deposits into community banks, CDFIs, Minority Depository Institutions and low-income designated credit unions that support local lending to small businesses, affordable housing, agriculture, and community development initiatives. |
Federal deposit insurance coverage is subject to applicable limits and program requirements.
How it works
Onboard clients quickly
A streamlined online application with pre-fill capabilities and ACH/wire support makes account opening fast with minimal friction.
Protect large deposits
Deposits are distributed across a network of 1,100+ insured financial institutions.
Monitor with ease
Your white-labeled portal includes a custom URL, firm branding, real-time dashboards and Salesforce integration to keep you and your clients fully informed.
