Log In Institutional Investment Management Reporting and Performance Measurement Reporting and Performance Measurement Maintain control of your investment decisions and leave the paperwork to us. We provide the data and analysis your organization needs to make informed decisions. Contact Us Asset Custody Measurement and Data Access Know how your assets measure up and get an accurate snapshot of their performance. We offer customized reporting and demonstrative metrics — including real-time online reporting — to keep you informed and in charge. Customized Statements and Reporting Comprehensive Performance Measurement 24/7 Online Access Ready to Get Started? Talk with one of our institutional wealth professionals today. Contact Us About Us Our Story ESG Review Investor Relations Careers Community Locations & Appointments Contact Us Locations Schedule an Appointment Information & Resources Documents and Forms The Statement Financial Calculators Routing Number Online Security Privacy Policy CIP / Beneficial Ownership Notice Bank of Oklahoma® is a trademark of BOKF, NA. Member FDIC. Equal Housing Lender . © 2021 BOKF, NA. Zelle® and the Zelle® related marks are wholly owned by Early Warning Services, LLC and are used herein under license.

Log In Institutional Investment Management Asset Custody Services Asset Custody Services With multiple investment managers or multiple investing entities, the accounting can be overwhelming. Our custody services can help streamline the process and add value to your organization. Contact Us Asset Custody Services We assume responsibility for the safekeeping and custody of your institutional investment portfolios. Our custody platform includes traditional asset servicing, portfolio accounting, corporate action servicing, proxy services and short-term cash management. The Information You Need, When You Need It Our focus is on personal service, quality, accuracy and timeliness. We are committed to providing the information you need, when you need it, in the format that works best for you. Custody services include: Consolidated reporting for clients with multiple managers Cash management and intra-day cash sweeps Online account access Performance measurement Safekeeping, trade processing, settlement and income collection Corporate action and proxy notification Master trust/custody accounting Securities lending coordination Global custody Foreign exchange Ready to Get Started? Talk with one of our institutional wealth professionals today. Contact Us About Us Our Story ESG Review Investor Relations Careers Community Locations & Appointments Contact Us Locations Schedule an Appointment Information & Resources Documents and Forms The Statement Financial Calculators Routing Number Online Security Privacy Policy CIP / Beneficial Ownership Notice Bank of Oklahoma® is a trademark of BOKF, NA. Member FDIC. Equal Housing Lender . © 2021 BOKF, NA. Zelle® and the Zelle® related marks are wholly owned by Early Warning Services, LLC and are used herein under license.