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Effective July 1, 2024, BOK Financial is implementing a new platform for online access to your accounts. On that date, your account numbers will change, and account groupings may be slightly different. Your new account numbers and groupings will be reflected on the new platform. Financial data is not being updated in Portfolio Online after July 1, although statements for the period ending June 30 will be available for a limited time. If you have questions about this change, please contact your Account Officer or Relationship Manager.
 


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Contacts
Wealth Management Relationships -
Your Account Administrator or Relationship Manager or
Wealth Management Services (800) 285-9559

Start Right Retirement Plan Participants -
Participant Services Group - (800) 876-9557

 


 
Notice to Clients with on-line trading capabilities:  Please be cautioned when placing trades in a potentially volatile market.
Market conditions may cause trade execution delays or prices substantially different from prior closing prices.

Fixed Income Securities, Certificates of Deposit, Asset Back Securities (including ABS, CMO, & MBS), unlisted ADRs, Unit Investment Trusts and US/Canadian Options will be priced on a weekly basis (each Friday) and at the end of each month.

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