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 Bank of Oklahoma 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 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

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

Fiduciary Services:
Tulsa Area: (918) 293-7561
OKC Area: (405) 936-3929

Financial Planning:
Tulsa Area: (918) 293-7576
OKC Area: (405) 936-3727

Investments:
Tulsa Area: (918) 293-7560
OKC Area: (405) 936-3727

For all markets:
Mineral Management: (918) 779-6613
Real Estate Services: (405) 936-3789