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What you’ll need to get started

  1. BOK Financial Online Access credentials. Haven't set one up yet? Enroll here using your existing checking, savings, money market, debit card, CD, loan, line of credit, mortgage account or your BOK Financial Advisors investment account number.
  2. You will need to have at least $1,000 available to invest today. You are able to fund the account from almost any financial institution in the United States.
  3. Personal information for each account owner:
    • Name
    • Physical address (no P.O. boxes)
    • Social security number
    • Birthdate
  4. A valid state or federal ID to help us verify your identity:
    • Driver's license number
    • Passport
    • Military card
    • Green card
    • Visa number

I tried to enter my Online or Mobile Banking credentials, but I wasn't able to log in. What's going on?

Don't worry, there are a few reasons this could happen. It doesn't mean anything is wrong, it just means we have to go down a slightly different path. Please give us a call at (833) 714-1780 or set up an appointment here and we will help you open the account.

Contact Us

(833) 714-1780
Schedule an appointment To schedule an appointment, click on the Schedule an Appointment Link
Monday - Friday 9 a.m. - 5 p.m. (CT)

Investment Products: Not FDIC Insured | No Bank Guarantee | May Lose Value

Please read the BOK Financial Advisors InvestOn Wrap Fee Program Brochure (i.e. Form ADV Part 2A, Appendix 1) for important information including fees and other details of the investment advisory program.

Your recommended asset allocation model will be based solely on the information you provide to us for this specific InvestOn account. If opening a joint account, the information provided should reflect the views and circumstances of all account owners.

Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets. Investing involves risks, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.

BOK Financial Advisors does not provide legal, tax, or accounting advice. Please consult your legal and/or tax professional before making any financial decisions.

Securities and advisory services offered through BOK Financial Securities, Inc., a dually registered investment advisor and broker/dealer, member FINRA/SIPC, and a subsidiary of BOK Financial Corporation. Services may be offered under our trade name, BOK Financial Advisors. Portfolio management services are provided by BOKF, NA, a bank affiliate of BOK Financial Securities, Inc. and also a subsidiary of BOK Financial Corporation.

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