Online Access
Manage your accounts in one place
Access and manage your BOK Financial Advisors investment accounts with ease. With BOK Financial’s Online Banking application, you can see your investment accounts, along with your bank accounts — including checking, savings, mortgage, and Private Wealth — in one place.
The Benefits of All-in-One Access
- View and transfer funds between your BOK Financial Advisors investment accounts, internal BOKF, NA bank accounts and any external accounts you’ve linked.
- Calculate your net worth to see your full financial picture using the personal financial management tools available in the app.
- Stay secure by setting up touch and face ID to securely log into the mobile app to access all financial accounts.
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Client Relationship Summary: Learn more about the services we provide to retail investors.
Conveniently and Securely Manage Your Investment Accounts
View all your investment accounts in one convenient place. Enrollment is quick and easy.
- View holdings and performance by asset allocation.
- See market value.
- Link banking accounts and make deposits into your investment account.
- Sign up for electronic statement delivery.
- View and download activity.
- And more.
Personalized Financial Management Tools
See your full financial picture.
- Aggregate almost any financial account in the U.S.
- Manually track assets like mortgages and alternative investments.
- Calculate your net worth based on internal and external accounts.
BOK Financial Corporation provides financial services and products through BOKF, NA, BOK Financial Securities, Inc. and their affiliates.
Deposit, lending, credit card and investment advisory products and services are provided by BOKF, NA an Equal Housing Lender and Member FDIC. Services may be offered under the trade name BOK Financial Wealth Management.
Investment and insurance products, brokerage services, and managed account advisory services are offered by BOK Financial Securities, Inc., a member of FINRA/SIPC and an SEC registered investment adviser. Services may be offered under our trade name, BOK Financial Advisors. Insurance products are offered in California and New York under BOSC Insurance Services. BOK Financial Securities, Inc. is a subsidiary of BOK Financial Corporation and a non-bank affiliate of BOKF, NA. Insurance products are also offered by BOK Financial Insurance, which is also a subsidiary of BOK Financial Corporation, and a non-bank affiliate of BOKF, NA.
For the most recent month-end performance, or if you have questions regarding performance, please reach out to your investment manager or financial advisor. The data from this application is provided to you by BOKF, NA as a service enabling you to review specific details of your investment account on a periodic basis. Information provided is not intended for trading purposes or advice. Performance data shown represents past performance and does not indicate future performance. Historical returns are provided for informational and illustrative purposes, and may not reflect actual future performance. Current performance may be higher or lower than what is displayed in this tool.
Nothing in the tool should be construed as an offer, recommendation or solicitation to buy or sell any security. Additionally, BOKF, NA (including its subsidiaries and affiliates) does not provide legal, tax or accounting advice. Please consult with your own tax and legal professionals.
BOK Financial Corporation and its affiliates do not provide legal, tax or accounting advice. Past performance is no guarantee of future results.
Investments and Insurance Products are: NOT FDIC INSURED | NOT DEPOSITS OF OR GUARANTEED BY A BANK | MAY LOSE VALUE
The data contained on this website is presented primarily for your informational purposes. Although we source information and data from reliable sources, accuracy and timeliness is not guaranteed. There may be settlement delays or other factors that affect the presentation. Your official statements and confirmations contain the most accurate information on your account holdings as of the dates on the statements and confirmations. Current information on investment balances may be obtained by contacting us.
Website data should not be relied upon for tax reporting information. Gains/losses may differ from annual tax reporting documents. Only official tax reporting documents should be relied upon for tax reporting purposes.
Services accessible through this site are subject to your existing agreement(s) with BOKF, NA, BOK Financial Securities, Inc. and their affiliates. Your use of the services constitutes your agreement to be bound by such agreements.