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.

Enroll Today

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 BOK Financial Advisors Investment Accounts

View all your investment accounts in one convenient place. Enrollment is quick and easy.

  • View holdings by asset allocation.
  • See market value and net contribution.
  • Fund your investment account from linked banking accounts.
  • E-delivery and document preferences.
  • 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.

Enroll Today to Access These Exciting Features

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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.

Securities, insurance, and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and an SEC registered investment adviser. Services may be offered under our trade name, BOK Financial Advisors. Invest­ment and insurance products are: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Risks applicable to any portfolio are those associated with its underlying securities.

This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material consid­erations. Recipients should not rely on this material in making any future investment decision. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, you are encouraged to consult with a qualified lawyer, accountant, or financial professional.

BOKF, NA is the bank subsidiary of BOK Financial Corporation (BOKF), a financial services holding company (NASDAQ:BOKF). BOKF offers trust and wealth management services through its subsidiaries including BOKF, NA (and its banking divisions Bank of Oklahoma, Bank of Texas, Bank of Albuquerque, and BOK Financial) and investment advisory services through its non-bank subsidiaries Cavanal Hill Investment Management, Inc., and BOK Financial Private Wealth, Inc., each an SEC registered investment adviser, and BOK Financial Securities, Inc., also an SEC registered investment adviser and registered broker/dealer, member FINRA/SIPC (each an “Investment Affiliate”) (collectively, “BOKF”).

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED | NOT GUARANTEED BY THE BANK OR ITS AFFILIATES | NOT DEPOSITS | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE.