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BOK Financial

Exchange

A Platform for the Future

Our new platform, Exchange, will provide our clients a better and more user-friendly experience. With one simple log in, clients will be able to access Payments & Reporting, Bill Pay, ACH Positive Pay and Trade Advance, all in one place.* Clients will also be able to customize their own dashboard to fit their specific needs and so much more.


* Additional functionality will follow.

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.