Advisor Trust Services

Our trust solutions can help you focus on what's most important — your clients. As you work with them to create a solid financial foundation, we'll work with you to deliver what they need.

Build Multi-Generational Relationships

At Mobank, we believe clients always come first. To help you develop your advisor-client relationships, we listen first, ask questions and then help you select the right services to fit the client's needs, including:

  • Personal trust administration
  • Specialty asset management and administration
  • Charitable and philanthropic trust administration
  • Individual Retirement Account (IRA) trust administration
  • Executor or co-executor representation
  • Probate management
  • Estate settlement and administration
  • Escrow services

Dedicated Team

We offer a dedicated department with over 135 experienced trust officers to support advisors and their clients. One trust officer is assigned to every account for consistency and accountability.

Financial Strength

Our trust services are backed by BOK Financial Corporation (BOKF), a regional financial services holding company with more than $30 billion in assets. BOKF has a proven track record of success with more than 20 years of positive earnings.

Client Focus

Personalized and responsive advisors offer innovative and value-added trust solutions. We take the time to develop valuable long-term relationships.

Nationwide — with a Small Bank Feel

We take pride in being regional and around the corner. But we're also chartered by the Office of Comptroller of the Currency (OCC), meaning we can serve the needs of clients in all 50 states.