Custody Services

We can take responsibility for the safekeeping of your assets. Let our skilled professionals deal with the details — while you or your investment advisor retain executive control.

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Services for Custody Clients

Safekeeping your assets is only one of the responsibilities of BOK Financial custodial services. You or your designated advisor retain control over investment management. We also provide key recordkeeping and administrative services pertaining to your portfolio, including:

  • The collection of dividends, interest and maturities
  • Daily investment of cash balances in taxable and tax-exempt money market accounts
  • Preparation of monthly or quarterly statements
  • Online access to your portfolio, with automatic updated pricing information
  • Settlement of securities transactions
  • Notification of capital changes
  • Tax reporting

Administrative Excellence

Our professional team keeps accurate and detailed financial and transaction records. We alert you of any capital changes. And we execute daily investments to protect your wealth.

Local Attention and Service

Your portfolio demands one-on-one attention. Our custody services clients are assigned an individual experienced trust officer and relationship associate for consistency, accountability and excellent customer service.

Responsible and Respectful

We assume full responsibility for the safekeeping and custody of your investment portfolio. And, we always remember that you and/or your investment advisor retain full control of investment decisions.

PRIVATE BANKING BENEFITS

As a custodial services client, you’re also a Private Wealth client, affording you all the advantages of our personalized banking services. There are no transaction fees or securities settlement costs. And, your private banker will provide access to exclusive deposit and lending solutions.

Private Banking

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We look forward to helping you protect and manage your wealth. Give us a call, or complete the form and we will contact you. 

Contact Us

Contact Us

Private Banking:
Topeka, Kan: (913) 307-1800
Outside Kansas: (800) 723-8365

Fiduciary Services:
Topeka, Kan.: (785) 273-9993
Wichita, Kan.: (316) 684-2121
Outside Kansas: (800) 723-8365

Investments:
Topeka, Kan: (913) 307-1804
Outside Kansas: (877) 781-6889

Mineral Management:
(918) 779-6613

Real Estate Services:
Kansas: (816) 489-4443
Outside Kansas: (405) 936-3918

Contact Us