What do I need to transfer an account to Arvest Wealth Management?

To transfer an Investment, Trust or current Arvest Wealth Management account, customers should provide the most current statement (no older than 90 days) to their Arvest Wealth Management Advisor. In most cases, accounts must be titled the same to transfer.

To learn more about services offered by Arvest Wealth Management or connect with an Arvest Wealth Management Advisor, please contact an Investment or Trust Officer in your area.

You can also call the Arvest Wealth Management Personal Advisor Team at (888) 916-2121 Monday through Friday 8:00 am - 6:00 pm, and Saturdays from 9 am-1 pm.