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Investment Services
Oklahoma Fidelity Bank provides access to non-traditional financial services through UVEST Investment Services
Uvest Discount Trading
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Oklahoma Fidelity Bank offers you access to a wide variety of financial products and services through a unique partnership with UVEST Financial Services, Member FINRA, SIPC. UVEST Financial Services, is a leading broker dealer, and is a member of both the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). You can select from a wide variety of investment alternatives to structure your brokerage account:
  • A wide array of annuities, insurance products, stocks, bonds, mutual funds and other objective choices.
  • Professional, objective financial guidance
  • Free personalized financial plans and portfolio reviews
  • Free retirement planning services

FULL SERVICE BROKERAGE SERVICES

Open a UVEST Account Today!

If you'd like to open a full service brokerage account or speak with a Financial Services Specialist, please call 316-291-5655.

We Want You To Know

UVEST Financial Services, Member FINRA, SIPC, a registered broker dealer, is not affiliated with Oklahoma Fidelity Bank. Securities and insurance products are offered through UVEST, and affiliated insurance agencies and are:

  • Not a Bank Deposit
  • Not FDIC Insured
  • May Lose Value
  • No Bank Guaranteed
  • Not Guaranteed By Any Government Agency

Important Customer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a broker-dealer("BD") or investment advisor("IA") may only conduct business in a state if the representatives and the BD or the IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's license requirements.
  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.