Arvest Wealth Management offers clients the Arvest Wealth Portal app to keep you connected to your investment accounts 24/7. Use the free app to securely view account information, statements and tax forms.
Key features of the Arvest Wealth Portal browser version are optimized for mobile use in the app:
Quick, secure login. Select from password login, facial or fingerprint recognition.
See your full picture. Access a high-level overview of your portfolio which clearly displays the market valuation of your accounts.
Search holdings detail. View a full summary of your holdings. Quickly search by symbol or asset type to drill down to details.
Track securities. Set up price, volume and news alerts on specific securities you decide to track. Opt in for email and/or text alerts.
Filter & sort your transaction history. With a seamless view of your recent history, you can filter and organize up to two years of transaction history in a way that makes sense to you.
Download forms for tax software. Download your tax forms for input to Quicken® and TurboTax®.
This app keeps you connected to your Arvest Wealth Management accounts 24/7, with convenient tools and market alerts to help you invest with confidence. Get started today!
1. Download the Arvest Wealth Portal app. 2. To log in, use your current online user ID and password. 2. If you’re currently a client but don’t have an online user ID/password, please call (866) 780-6840.
To learn more about Arvest Wealth Management or connect with a local advisor, visit arvest.com/investments.
This information is provided by Arvest Wealth Management through Pershing LLC, member FINRA, NYSE, SIPC, a subsidiary of The Bank of New York Mellon Corporation.
Arvest and its associates do not provide tax or legal advice.
Trust services provided by Arvest Bank. Investment products and services are provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment advisor and a subsidiary of Arvest Bank.
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.