InvestOn

InvestOn merges financial advice with technology to help you invest with ease and convenience. Start the account opening process below to begin working toward your financial goals. Our advisors are here to help you start today.

GET STARTED

Create an investment approach based on your goals and risk tolerance

ENJOY THE POTENTIAL BENEFITS OF INVESTING ONLINE

  • Quickly and securely create a new account in less than 15 minutes.
  • Access professionally managed portfolios at a low cost.
  • Link all of your financial accounts to set up one time or reoccurring ACH deposits directly into your InvestOn account.
  • View your investments any time from your computer or mobile device.
  • Contact a financial advisor to update your asset allocation portfolio.
  • Talk to a financial advisor to ask questions or discuss your account.

Digitally delivered investment strategy recommendations – all at a low cost

  • Program fee of just 0.70% (sometimes referred to as 70 basis points)*.
  • Required minimum investment of $5,000.
  • No minimum monthly recurring deposit required.
GET STARTED

How InvestOn works

  • Complete a short questionnaire about your financial goals and risk tolerance.
  • We recommend a portfolio based on your responses to the investment questionnaire.
  • Have access to a team of financial advisors to discuss your account.

Once your account is established, you may:

  • View accounts and account balances online.
  • View details regarding your asset allocation and underlying investments.
  • Link all of your financial accounts to set up one time or reoccurring ACH deposits directly into your InvestOn account.
  • View your account documents, including monthly statements and tax documents.
  • View your portfolio.
  • View account history.

About Us

About us is really about you. Financial services and products are simply just tools, tools that are relatively obsolete without goals. At BOK Financial Advisors, it’s your unique financial goals that provide context in which we strive to effectively apply these resources. We want to get to know you and what you are investing for.

Financial goals are not just about money. They’re about the accumulation of wealth so it can be leveraged for something of true significance to you.

We understand that.

As you pursue your investment goals, you can look to us to provide you with an easy and convenient online approach to help you on your way.

Open Your InvestOn Account Today

Call 833-868-7905 to have your questions answered.

Financial advisors are available during the following hours:
Monday - Friday: 8 a.m. - 5 p.m. (CT)

Katie Iwata
Katie Iwata
Sales and Support Specialist

Katie holds a Bachelor's degree in Journalism from Oklahoma State University. She has been in the financial services industry for more than seven years, and specializes in new account openings, asset and money movement, and customer service.

Check the background of this investment professional on FINRA's Broker Check.

Teddy Slate
Teddy Slate
Financial Advisor

Teddy holds a Bachelor's degree in Financial Planning from Northeastern State University. He is a licensed financial advisor since May 2011, and has been in the financial services industry for over 14 years.

Check the background of this investment professional on FINRA's Broker Check.

* Other fees may apply. There are costs associated with owning mutual funds. To learn more about other fees that may apply, visit the BOK Financial Advisors InvestOn Wrap Fee Program Brochure (i.e. Form ADV Part 2A, Appendix 1) for important information. The Brochure, along with other important legal and regulatory documents is available here.

Legal Documents

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