Arvest Wealth Management is working alongside our bank partners to ensure we are actively implementing best practices as recommended by the Centers for Disease Control and Prevention (CDC) and local government authorities.
While Arvest branches are closed, your wealth management advisors and trust officers are still working on your behalf. You are welcome to contact them anytime either by phone or email. If an in-person meeting is necessary, we will follow the bank’s in-branch appointment-setting process, which is being modified as the COVID-19 guidelines change, sometimes daily.
For investment account needs or questions, Arvest Wealth Management encourages existing clients to contact their wealth team directly. To search for your representative’s contact information, use the links below and search by name:
For clients who have online account access, you can take advantage of instant access to features that help you manage your investments, including:
- Portfolio holdings
- Account activity
- Order status
- Statements and documents
- News and research
For clients interested in setting up online account access, you can learn more about managing your investments and getting information about your account online by following this link:
Note Regarding IRA Contributions
Because the U.S. Treasury Department and Internal Revenue Service postponed the due date for filing federal tax returns to July 15, 2020, the deadline for making contributions to your IRA for 2019 also is extended to July 15, 2020.
Please be aware the states vary on how they treat IRA contributions, so consult a tax professional for full details and/or more information.
Additionally, you can learn more about required minimum distributions here.
Thank you for being an Arvest Wealth Management client. Please know that while we share your concern about the effects of COVID-19, we remain committed to providing you with the best possible investment advice and products. Our portfolio managers are making adjustments to our strategies daily and we are meeting internally every other day to ensure we have the most up-to-date information. We appreciate the opportunity to serve you and your family.