Critical Wealth Management Account Info at Your Fingertips

Arvest Wealth Management offers online account access to manage your account and get information online. Our intuitive user interface makes it easy to find information 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

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.

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.