Keep More, Earn More, Live More.

Financial portfolios can lose well over $100K to the implications of investment fit, fees, and quality. InvestorKeep gives you an easy way to monitor all of your finances helping you keep and earn more.

Welcome to InvestorKeep
Welcome to InvestorKeep

InvestorKeep Alerts Are Tailored To Your Financial Needs

InvestorKeep financial alerts give you an instant way to share your concerns with your financial professional. On any account, from anywhere.

Gain The Insight and Tools Needed To Get The Most Out of Your Finances

Keep whats yours

Keep What's Yours

Complete our quick financial risk profile and securely link all of your financial accounts. Getting started only takes a few minutes

Maximize your returns

Maximize Your Returns

We'll alert you to any emerging issues affecting the quality of finances, so you'll always get the most out of your money

Reach your goals

Reach Your Goals

Know what conversations to have with your financial professional to minimize tax liability, manage risk, and meet your long-term goals

Who is InvestorKeep For?

Who Is InvestorKeep For?

Anyone with bank or financial accounts that wants to make the most of their money

Who Is InvestorKeep For?

Customers that want personalized offerings

Who Is InvestorKeep For?

Customers that want integration across digital and physical channels (digital alerts but personal help when needed)

Who Is InvestorKeep For?

People starting their financial journey that want to be sure they have the best products, at the best costs, for the best reasons

Who Is InvestorKeep For?

Customers seeking enhanced communication with their financial professional.

Who Is InvestorKeep For?

People that want to be alerted to challenges and opportunities in their finances that could be costing them money.

Who Is InvestorKeep For?

And yes! Investors!

InvestorKeep Sends Alerts When You Are Losing Money

We'll alert you to unnecessary fees, risks, and other emerging issues affecting the quality of your finances

Most People Are Losing Money and Don't Even Know It

A Forbes study showed...


of people don't know how much they're paying in fees


don't realize they pay fees


is the average amount paid in fees over a lifetime

Fees are unavoidable, excessive fees shouldn't be

How It Works

Start maximizing your financial returns today.


Sign up and add your financial accounts


Receive alerts to areas of opportunity


Share alerts with your financial professional to ensure they are addressed

Your Security Is Our Top Priority

Have the piece of mind your information is safe and secure

InvestorKeep SOC 2 Type 2 audit

We never store or have access to your bank account login information

InvestorKeep SOC 2 Type 2 audit

All data is encrypted following highest security industry standards

InvestorKeep SOC 2 Type 2 audit

We perform regular third-party security audits to test and verify the integrity of our systems

Learn More About Our Security

Get your First 7 Days for Free!


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