What would you like to meet with us about?
If you don’t see the appointment you’re looking for, please contact us:
- Home Mortgage or Refinance (866) 910-5217
- Investment Services (877) 781-6889
- Small Business Services DFW: (972) 528-4029, HOU: (832) 462-6453
Frequently Asked Questions
Appointments are designed for your benefit. By scheduling an appointment online, we will have a Relationship Banker ready and waiting for you at your selected date and time to discuss your financial needs. No waiting in line and no question if someone will be prepared to assist you.
If you would like to visit with our Mortgage or Investment teams, please call the appropriate number above. Otherwise, please select the appointment type most closely associated with your needs and include any relevant notes in the Additional Information section of your appointment.
We want to make sure you have an outstanding experience with your appointment. To do that, we ask that appointments are scheduled at least one day in advance to give our Banking Centers an opportunity to prepare for your visit. If your need is more urgent, visit any one of our Banking Centers and we would be happy to help you. Clients without an appointment are served on a first-come first-served basis.
While appointments cannot currently be scheduled online with a specific banker, be assured that one of our knowledgeable Relationship Bankers will be available to meet exclusively with you.
Look for an email confirmation of your appointment that will include your unique confirmation number.
To reschedule your appointment for a different date or time, new appointment type, or a different banking center, please cancel your existing appointment and schedule a new one.
Please bring a government issued ID, your current account information (if applicable), and any relevant information that may help us serve you.
Yes; any one of our Banking Centers would be happy to help you. Clients without an appointment are served on a first-come first-served basis.
For each of our appointments, we block out 30 minutes or an hour especially for you. While most of our appointments only last 30-45 minutes, we dedicate this time to serving you.
We ask for your name, e-mail address, the best phone number to contact you at, and if you are an existing client.
We will e-mail you a confirmation of your appointment and send updates to keep you informed on the status of your appointment. We may contact you by phone if we have any questions prior to your visit. We will also send you a short survey following your appointment to make sure you had a great experience.
We are always happy to help you. If you miss your appointment, please feel free to schedule a new one or stop by any of our banking centers on a first-come first-serve basis.
View Investment Account Details
It looks like you don’t have a NetX Investor ID. NetX Investor is the BOK Financial Securities online platform. Please go to NetX Investor to create your username and password. It may take 3 business days after your username is created to be able to launch NetX Investor from your digital banking account.