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CUSTODY

Custody Services

The paperwork involved in securities investing can be overwhelming. We assume responsibility for the safekeeping and custody of your investment portfolio while you and/or your investment advisor retain full control of investment decisions. This can be especially useful for self-trusteed trusts and charitable foundations. Our services include:

  • Securities trades execution
  • Income collection and distribution
  • Transaction reporting and accounting
  • Assignment of an individual account officer

As an added feature, our full-service brokerage affiliate, BOSC, Inc. is available to execute trades at discount brokerage rates.

CONTACT US

Private Banking
Tulsa Area: (918) 293-7582
OKC Area: (405) 936-3991

Fiduciary Services
Tulsa Area: (918) 293-7561
OKC Area: (405) 936-3989

Investments
Tulsa Area: (918) 293-7572
OKC Area: (405) 936-3905

Mineral Management
(918) 588-6822

Real Estate Services
(405) 936-3918


Or, complete this form and we will contact you at your convenience.

© 2014 Bank of Oklahoma, a division of BOKF, NA. Member FDIC. Equal Housing Lender.