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


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.