Select your account type below to learn what you need to know about the new system and how to prepare. This upgrade is scheduled to occur on July 1, 2024.
Corporate, Institutional or Third-Party Service Provider Accounts
BOK Financial is upgrading to a new wealth management accounting system, Unity, which will be accessible through a multi-product platform called Exchange. The new accounting system will replace Portfolio Online and will be accessed through Exchange, a platform on the BOK Financial website. Existing account data will be transferred from Portfolio Online to the new system when the conversion is completed on July 1, 2024.
Here are some important things to know about this change:
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The upgrade from Portfolio Online to Unity is scheduled for the weekend of June 29-30, 2024, and the new system will be available on Monday, July 1, 2024.
Trades submitted on Portfolio Online before the conversion but not settled until on or after Monday, July 1, will be reflected on the new system.
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You can see your new account numbers online after the conversion is complete. (Outside investment managers and some institutional clients will receive new account numbers approximately 10 days before conversion.) New account numbers will be reflected on the first statement produced for time periods after July 1.
After you have your new account numbers, please update any recurring wire or ACH transactions with that information. The bank’s routing number is not changing – only account numbers will differ. (Transactions received before and immediately after the conversion will be processed as usual using your prior account numbers.)
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Approximately one week before the conversion, you will receive an email with your login credentials and instructions on how to log into the new system, which will be available at this link.
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BOK Financial has engaged with a team of experienced migration specialists to provide personalized assistance and training on using the new system. A migration specialist will contact you in mid-June to provide information regarding training resources and opportunities to schedule training sessions for you and your team.
You can also download our user guides:
- How To Use Exchange for Bank-Defined Administrators: This guide is for individuals who have been designated by their organization as " super users” who can add, delete, or modify user access for other individuals.
- How to Use Exchange for Users: This guide is for individuals not designated as bank-defined administrators.
- Unity User Guide: This guide includes more detailed information about how to use the Unity system, including customizing your dashboard, scheduling reports, and submitting trades (if permitted by your level of access). Unity will include more self-service options for customizing your personal dashboard and creating, scheduling and downloading reports. You can view asset allocations, holdings, foreign currency holdings with USD equivalents, account activity, investment performance and gain/loss history.
-
Please download your historical statements prior to the system conversion.
Statements for periods ending on June 30, 2024, and prior dates are available on Portfolio Online and will continue to be available on that site for a limited time following system conversion. We encourage you to download and save your historical statements in your organization’s own archival system.
Statements for periods beginning July 1 and beyond will be available on the new system in electronic format. Paper statements will not be produced.
-
BOK Financial remains committed to excellent, personal service. As always, if you have additional questions, please reach out to your relationship manager or account administrator.
Individual Clients
BOK Financial is transforming digital access for all of our lines of business to better serve our clients now and in the future. New access entry points have been developed to help clients see all their BOK Financial services in one place. A vital component of this transformation includes converting our wealth management accounting system from Portfolio Online to a new system accessible through our Online Access platform.
Existing account data will be transferred from Portfolio Online to the new system when the conversion is completed on July 1, 2024.
Below are some important things to know about this change:
-
The upgrade from Portfolio Online to Unity is scheduled to occur the weekend of June 29-30, 2024, with the new system being available on Monday, July 1, 2024.
Trades submitted on Portfolio Online prior to the conversion but not settled until on or after Monday, July 1, will be reflected on the new system.
-
You will be able to see your new account numbers online after the conversion is complete. New account numbers will be reflected on the first statement produced for time periods after July 1.
After you have your new account numbers, please update any recurring wire or ACH transactions with that information. The bank’s routing number is not changing – only account numbers will be different. (Transactions received just prior to and immediately after the conversion will be processed as normal using your prior account numbers.)
-
If you are already enrolled in Online Access, just log in as you usually do at bokfinancial.com/wealth#navlogin.
If you access your accounts via Portfolio Online or you’re not enrolled in any kind of online account access, you will need to contact your account administrator for instructions on how to enroll in Online Access.
Advisor Trust Services: Advisors
BOK Financial is upgrading to a new wealth management (trust) accounting system that is accessible through a multi-product platform called Exchange. The new accounting system, Unity, will replace Portfolio Online and be accessed through Exchange, a platform on the BOK Financial website. Existing account data will be transferred from Portfolio Online to the new system when the conversion is completed on July 1, 2024.
Here are some important things to know about this change:
-
The upgrade from Portfolio Online to Unity is scheduled to occur the weekend of June 29-30, 2024, with the new system being available on Monday, July 1, 2024.
Trades submitted on Portfolio Online prior to the conversion but not settled until on or after Monday, July 1, will be reflected on the new system.
-
You can see your new account numbers online after the conversion is complete. (Outside investment managers and some institutional clients will receive new account numbers approximately 10 days before conversion.) New account numbers will be reflected on the first statement produced for time periods after July 1.
After you have your new account numbers, please update any recurring wire or ACH transactions with that information. The bank’s routing number is not changing – only account numbers will differ. (Transactions received before and immediately after the conversion will be processed as usual using your prior account numbers.)
-
Approximately one week before the conversion, you will receive an email with your login credentials and instructions on how to log into the new system, which will be available at this link.
-
BOK Financial has engaged with a team of experienced migration specialists to provide personalized assistance and training on using the new system. A migration specialist will contact you in mid-June to provide information regarding training resources and opportunities to schedule training sessions for you and your team.
You can also download our user guides:
- How to Use Exchange for Users: This guide is for individuals not designated as bank-defined administrators.
- Unity User Guide: This guide includes more detailed information about how to use the Unity system, including customizing your dashboard, scheduling reports, and submitting trades (if permitted by your level of access). Unity will include more self-service options for customizing your personal dashboard and creating, scheduling and downloading reports. You can view asset allocations, holdings, foreign currency holdings with USD equivalents, account activity, investment performance and gain/loss history.
-
Please download your historical statements prior to the system conversion.
Statements for periods ending on June 30, 2024, and prior dates are available on Portfolio Online and will continue to be available on that site for a limited time following system conversion. We encourage you to download and save your historical statements in your organization’s own archival system.
Statements for periods beginning July 1 and beyond will be available on the new system in electronic format. Paper statements will not be produced.
-
BOK Financial remains committed to excellent, personal service. As always, if you have additional questions, please reach out to your trust officer.
Advisor Trust Services: Beneficiaries and Interested Third Parties
BOK Financial is transforming digital access for all of our lines of business to better serve our clients now and in the future. New access entry points have been developed to help clients see all their BOK Financial services in one place. A key component of this transformation includes converting our wealth management (trust) accounting system from Portfolio Online to a new system that will be accessible through our Online Access platform.
Existing account data will be transferred from Portfolio Online to the new system when the conversion is completed on July 1, 2024.
Below are some important things to know about this change:
-
The upgrade from Portfolio Online to Unity is scheduled to occur the weekend of June 29-30, 2024, with the new system being available on Monday, July 1, 2024.
Trades submitted on Portfolio Online prior to the conversion but not settled until on or after Monday, July 1, will be reflected on the new system.
-
You can see your new account numbers online after the conversion is complete. (Outside investment managers and some institutional clients will receive new account numbers approximately 10 days before conversion.) New account numbers will be reflected on the first statement produced for time periods after July 1.
After you have your new account numbers, please update any recurring wire or ACH transactions with that information. The bank’s routing number is not changing – only account numbers will differ. (Transactions received before and immediately after the conversion will be processed as usual using your prior account numbers.)
-
If you are already enrolled in Online Access, just log in as you usually do at bokfinancial.com/wealth#navlogin.
If you access your accounts via Portfolio Online or you’re not enrolled in any kind of online account access, you will need to contact your account administrator for instructions on how to enroll in Online Access.
-
Please download your historical statements prior to the system conversion.
Statements for periods ending on June 30, 2024, and prior dates are available on Portfolio Online and will continue to be available on that site for a limited time following system conversion. We encourage you to download and save your historical statements in your organization’s own archival system.
Statements for periods beginning July 1 and beyond will be available on the new system in electronic format. Paper statements will not be produced.
-
BOK Financial remains committed to excellent, personal service. As always, if you have additional questions, please reach out to your trust officer.