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.
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 and net contribution.
- Access gain / loss summary and detail.
- Access market insights and research.
- 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.