Critical Wealth Management Account Info at Your Fingertips

Arvest Wealth Management offers online access to your account info with the Arvest Wealth Portal, as well as mobile access with the Arvest Wealth Portal app. Our intuitive user interface makes it easy to find info you need, as well as manage your online profile, including:

Account Overview

• Account Summary: grouped account view
• Account Balances: cash balance, total account value
• Asset Allocation: organize by asset class
• Holdings: organize by symbol or asset type
• Portfolio: realized and unrealized gains/losses, cost basis
• Account History: search by type, symbol, time period or date range
• Projected cash flow

Market Insights, Quotes & Research

• Markets Today: current information on major US market indices, advances and decliners
• News: economic events and the latest stories and top headlines before and after market close
• Events Calendar: follow specific companies and scheduled events like earnings, dividends and splits
• Real-time quotes
• Powerful Research: consensus ratings, insider ownership, earnings, annual reports and SEC filings
• Watch Lists

Download the App

For mobile access, download the free Arvest Wealth Portal app from your app store. Self-register or log in using your current online user ID and password. If you need help setting up your online user ID/password or you need to add other Arvest Wealth Management accounts to your login access, please contact your client advisor or call our Solutions Center advisors at (866) 780-6840.

Go Paperless

Set up your account for electronic delivery to view your account statements, trade confirmations, tax documents and more in a password-protected environment with timely delivery right to your inbox.

Online Account Access with Intuitive Trading Features

For accounts with online access and trading enabled, enter online orders for equity, options, mutual funds and ETFs, seven days a week. Arvest Wealth Management aims to provide you with flexibility to invest when it is most convenient for you.

Easy-to-use navigation allows you to place trades and view order status with a click of a button. You can also view available funds on the order ticket and estimated transaction values on order review pages.

Online Trading - Provides access to your brokerage account 24 hours a day with real-time account information, quotes, research and much more.