BOK Financial Account Type

　　BOK Financial offers several types of investment accounts to cater to different financial goals and preferences. The available account types include:

• Individual Account: A standard investment account for individuals to manage their own investments.
• Joint Account: An account that allows two or more individuals to invest together, sharing ownership and responsibilities.
• Traditional IRA: A tax-deferred retirement account where you pay taxes upon withdrawal in retirement. Contributions may be tax-deductible.
• Roth IRA: A tax-advantaged retirement account where contributions are made after tax, allowing for tax-free withdrawals in retirement.

　　The minimum initial investment required to open any account is $1,000. Additionally, there is an annual fee of 0.70% charged monthly for account management, and a $55 annual maintenance fee for IRAs.

　　

BOK Financial Broker Account Opening Process

　　Opening a broker account with BOK Financial is a straightforward process that can be completed online. Here are the steps involved:

• Gather Required Information: You will need to provide the following personal information for each account owner:
• Name
• Physical address (no P.O. boxes)
• Social Security number
• Birth date
• A valid state or federal ID (e.g., driver's license, passport)

• 　　Visit the Online Platform: Go to the BOK Financial website to access the account opening section.

• 　　Complete the Application: Fill out the online application form with the required information and select the type of account you wish to open.

• 　　Fund Your Account: You can fund your account from almost any financial institution in the United States.

• 　　Submit Your Application: Review your information and submit the application for processing.

　　Once your application is approved, you will receive confirmation, and your account will be set up for you to start investing. Financial advisors are available to assist you throughout the process if you have any questions.