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  • Ask Arvest
    Section Menu

    Ask a QUESTION or Enter a KEYWORD

    Example Question: What is my routing number?

    Example Keyword: routing number

    Top Question:
    What are the different ways I can search for transactions?
    Best Answer:

    From the TRANSACTIONS tab in Arvest Online Banking with BlueIQ™, you can use the search box to find your transactions in a number of ways. As you type in the search box, options for how to search should appear underneath, including:

    • Check Number: searches for your numeric criteria in the check number field.
    • Check Range:  searches for a range of check numbers in the check number field.
    • Amount: searches for your numeric criteria in the amount field.
    • Description: searches for your criteria in the description field
    • Memo: searches for your criteria in the memo field.
    • Category/Subcategory: searches for your criteria in the category field. Hint: do not use the “/” character, just use text found in the name of the category or subcategory.
    • All Fields: searches for your criteria in the amount, description, memo, check number, and category fields.

    You can also search by date range by using the calendar icon next to the search box:

    • Enter a Start Date to find transactions newer than or equal to the start date.
    • Enter an End Date to find transactions older than or equal to the end date.
    • Enter both a Start Date and an End Date to find transactions between or equal to those two dates.
    • You can also combine a date range search and a text search.
      • For example, you can search for all transactions categorized as Healthcare/Out of Pocket between January 1, 2018 and December 31, 2018 by doing the following:
        • Select the calendar icon
          • Set End Date to 12/31/18
          • Set Start Date to 1/1/18
        • Select Search to apply the dates. The transaction list will update to show only transactions between these dates.
        • Now type out of pocket in the search box (or you could just type pocket).
        • In the drop down under the search box, pick out of pocket in category/subcategory.
        • The transaction list will update to only show transactions between the dates chosen, and categorized as Out of Pocket.
    • Transactions are searchable for up to 2 years.

     

    Please rate this response

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    Search Results

    Your search returned 12 results. Displaying 1 - 10.

    California Privacy Notice

    … is for California Residents only. This policy describes the personal information that Arvest Bank (“we,” “our,” or … and explains how consumers can exercise those rights. What is Personal Information? We may collect, use, or share … Personal information that we collect about you when you are acting as our job applicant, employee, owner, director, …

    https://www.arvest.com/about/privacy-and-security/state-specific-privacy

    FormADV-Part2A-LockwoodAdvisorsInc.pdf

    … ADV Part 2A (as of March 29th , 201 9) This Firm Brochure (the “Brochure”) provides information about the qualifications … h as chosen Funds for its Model Portfolios which are subadvised by Mellon Investments Corporation (“Mellon”), … your Sponsor or Consultant for more information about what is included in the Lockwood Third Party Model Provider …

    /sites/default/files/acquiadam/documents/FormADV-Part2A-LockwoodAdvisorsInc.pdf

    FormADV-Part2A-RussellInvestmentManagementLLC.pdf

    … March 29, 2019 This Brochure provides information about the qualifications and business practices of Russell … information about any persons affiliated with RIM who are registered, or are required to be registered, as … all trading in the Fund. RIM does not ordinarily determine what securities to purchase or sell for the Funds with …

    /sites/default/files/acquiadam/documents/FormADV-Part2A-RussellInvestmentManagementLLC.pdf

    Arvest Wealth Management - Form ADV Part 2A

    … May 18, 2022 This broch\bre provides information abo\bt the q\balifications and b\bsiness practices of Arvest Wealth … to help the client identify which acco\bnts and program(s) are appropriate for the client. The services provided after … acco\bnt. Any decision to affect the rollover or abo\bt what to do with the rollover assets remain that of the Plan …

    /sites/default/files/acquiadam/documents/Arvest%20Wealth%20Management-Form%20ADV%20Part%202A.pdf

    arvest-consumer-package.pdf

    … IMPORTANT INFORMATION FOR PERSONAL BANKING CUSTOMERS ABOUT THE BEAR STATE BANK TRANSITION TO ARVEST BANK August 20, 2018 We are pleased to announce that on Monday, September 24, 2018, … information contained in this welcome packet very closely. What to expect. We understand that change can be challenging, …

    /sites/default/files/acquiadam/documents/arvest-consumer-package.pdf

    Arvest-new-consumer-welcome-booklet.pdf

    … experience continuing as an Arvest Bank customer. After the conversion to Arvest, you will have access to additional … as possible and while most of the work is ours, there are a few things we need from you. You will find instructions … and click on the Ask Arvest-FAQs tab. TRANSITION Q: WHAT DO I NEED TO DO TO GET READY FOR ACCOUNT CONVERSION? A: …

    /sites/default/files/acquiadam/documents/Arvest-new-consumer-welcome-booklet.pdf

    AWMClientPointGettingStartedGuide.pdf

    … Client Point Getting Started Guide Introduction Enjoy the convenience of online account access with Client Point. … applications. Accessing your Account The following items are required to access Client Point: • The Web address, also … information is displayed in a variety of ways to get you what you need in a single click. Filter Area The Filter area …

    /sites/default/files/acquiadam/documents/AWMClientPointGettingStartedGuide.pdf

    Arvest-new-business-welcome-booklet.pdf

    … experience continuing as an Arvest Bank customer. After the conversion to Arvest, you will have access to additional … as possible and while most of the work is ours, there are a few things we need from you. You will find instructions … and click on the Ask Arvest-FAQs tab. TRANSITION Q: WHAT DO I NEED TO DO TO GET READY FOR ACCOUNT CONVERSION? A: …

    /sites/default/files/acquiadam/documents/Arvest-new-business-welcome-booklet.pdf

    2012 Purchasing Card Implementation and Best Practices Guide.pdf

    … I Dev: 01/2012 INTRODUCTI ON To take advantage of all of the benefits a Purchasing Card program has, it is imperative … best practices from clients across the country and are sharing them with you, our customer. Regardless of the … Arvest Bank to be your Purchasing Card provider. Most of what will be discussed in this section may have already been …

    /sites/default/files/acquiadam/documents/2012%20Purchasing%20Card%20Implementation%20and%20Best%20Practices%20Guide.pdf

    Client Relationship Summary (Form CRS)

    … Inc., doing business as Arvest Wealth Management (the "Firm"), is registered with the Securities and Exchange … to unders tand these differences. Free and simple tools are available to research firms and financial professionals … primarily for personal, family or household purposes. What investment services and advice can you provide me? The …

    /sites/default/files/acquiadam/documents/Client%20Relationship%20Summary_Form_CRS.pdf
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    Member FDICEqual Housing Lender

    Investments and Insurance Products: Not a Deposit | Not Guaranteed by the Bank or its Affiliates | Not FDIC Insured | Not Insured by Any Federal Government Agency | May Go Down in Value
    Investment products and services provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank. Securities offered and cleared through Pershing LLC, a BNY Mellon company, member NYSE/SIPC. Insurance products made available through Arvest Insurance, Inc., which is registered as an insurance agency. Insurance products are marketed through Arvest Insurance, Inc., but are underwritten by unaffiliated insurance companies.
    The Investment Management Group (IMG) is comprised of Arvest Wealth Management registered investment adviser representatives who provide portfolio management services with respect to certain of Arvest Wealth Management's investment advisory wrap fee programs.
    Trust services provided by Arvest Bank.

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