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  • Ask Arvest
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    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 14 results. Displaying 1 - 10.

    FormADV-Part2A-GoldmanSachsAssetManagementLP.pdf

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

    FormADV-Part2A-LockwoodAdvisorsInc.pdf

    … ADV Part 2A (as of March 29th , 201 9) This Firm Brochure (the “Brochure”) provides information about the qualifications … Additional information about Lockwood Advisors, Inc. is available on the SEC’s website at www.adviserinfo.sec.gov … 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

    HSA.pdf

    … handling charge of $3.25 may also apply. TEMPORARY CHECKS (SET OF 4) $2.00 set of 4 COLLECTION ITEM (INCOMING OR … the product or service you have with us. This information can include:  Social Security number and income  … credit bureaus, affiliates, or other companies. Why can’t I limit all sharing? Federal law gives you the right to limit …

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

    Arvest Wealth Management - Form ADV Part 2A, Appendix 1

    … .................. 34 Page 4 of 34 September 28 , 2022 I tem 4 S ervices, Fees and Compensation Arvest Investments, … billing on the new advisory program in similar fashion to how we would treat a new advisory account inception i.e. The … products for which our firm and/or our related persons do not receive any commissions or 12b - 1 fees . Should the …

    /sites/default/files/acquiadam/documents/Arvest%20Wealth%20Management-Form%20ADV%2C%20Appendix%201.pdf

    FormADV-Part2A-RussellInvestmentManagementLLC.pdf

    … asset allocation strategies. Managed Separate Account Services – Russell Investments Separate Accounts … strategies of two or more third party money managers into a model portfolio intended to expose investors to … activities: Advising on investments (except on Pension Transfers and Pension Opt Outs); agreeing to carry on a …

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

    Arvest Wealth Management - Form ADV Part 2A

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

    arvest-consumer-package.pdf

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

    Arvest-new-consumer-welcome-booklet.pdf

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

    AWMClientPointGettingStartedGuide.pdf

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

    Arvest-new-business-welcome-booklet.pdf

    /sites/default/files/acquiadam/documents/Arvest-new-business-welcome-booklet.pdf
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    What can we help you find?Where can I find Arvest's current Certificate of Deposit (CD) or Individual Retirement Account (IRA) rates?What mortgages do you offer?When will I receive my 1099 and 1098 statements?Do you have online calculators and tools?What is the Transit Routing Number?How do I contact Customer Service?How do I open an account or apply for a loan?How do I log in to Arvest Online Banking with BlueIQ?What are the different ways I can search for transactions?
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    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.
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