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.
Let's TalkServices 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:
PRIVATE BANKING BENEFITS
As a custodial services client, you’re also a Private Bank 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 BankingLet's Talk
We look forward to helping you protect and manage your wealth. Give us a call, or complete the form and we will contact you.