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Exchange

A Platform for the Future

Exchange provides our clients with a better and more user-friendly experience. With one simple login, clients can access Payments & Reporting, Bill Pay, ACH Positive Pay and Trade Advance, all in one place.* Clients are also able to customize their dashboard to fit their specific needs and so much more.

manage all your accounts on the go with one dashboard with BOK Financial's commercial banking platform, exchange.

Customer Benefits

  • Streamlined Login Experience

    • Users will be able to access their BOK Financial commercial products and services with just one set of login credentials.
    • Being the first to migrate to Exchange has resulted in enhanced Treasury management functionality.
  • Customizable Dashboard

    • Ability to add or remove dashboard widgets, customizing it to fit the users’ needs.
    • Top five most visited features based on user activity.
    • Accounts and balances.
    • Payments address book.
    • Positive pay exceptions / decisions by account.
    • Items requiring attention such as payments needing approval.
    • Ability to submit a transfer.
    • Ability to submit a single or range stop payment.
  • Enhanced Library for Better Organization

    • Online statements
    • Alerts.
    • Items requiring the users’ attention.
    • Items requiring approval.
    • Important information from BOK Financial.
    • Ability to add new users or manage existing users.
  • User-Friendly Mobile Application with Better Accessibility

    • Accounts and balances.
    • Items requiring attention such as payments needing approval.
    • Ability to submit a transfer.
    • Ability to submit a single or range stop payment.
    • Positive pay exceptions and decisions by account.
    • Search and find branch and ATM locations.
    • Alerts.
    • Mobile deposit.

Welcome to Exchange

Our new commercial banking platform makes it easy to manage all your accounts from a single dashboard and allows you to customize the dashboard to your unique needs.