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Exchange

A Platform for the Future

Our new platform, Exchange, will provide our clients a better and more user-friendly experience. With one simple log in, clients will be able to access Payments & Reporting, Bill Pay, ACH Positive Pay and Trade Advance, all in one place.* Clients will also be able to customize their own dashboard to fit their specific needs and so much more.


* Additional functionality will follow.

Customer Benefits

  • Streamlined Login Experience

    • Users will be able to access their BOK Financial commercial products and services with just one set of login credentials.
    • Treasury management functionality, the first to migrate to Exchange.
  • Customizable Dashboard

    • Add or remove dashboard widgets
    • Most visited features
    • Accounts and balances
    • Payments address book
    • Positive pay exceptions and decisions by account
    • Items requiring attention such as approval
    • Submit a transfer
    • Submit a single or range stop payment
  • Enhanced Library for Better Organization

    • Online statements
    • Alerts
    • Items requiring the users’ attention
    • Items requiring approval
    • Important information from BOK Financial
    • Ability to add new users or manage existing users
  • User-Friendly Mobile Application with Better Accessibility

    • Accounts and balances
    • Items requiring attention such as approval
    • Submit a transfer
    • Submit a single or range stop payment
    • Positive pay exceptions and decisions by account
    • Find branch and ATM Locations
    • Alerts
    • Mobile deposit

Welcome to Exchange

Our new commercial banking platform makes it easy to manage all your accounts from a single dashboard and allows you to customize the dashboard to your unique needs.

Contact Us

To learn more about Exchange, give us a call at 833-502-1683.