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Pacific Oak Capital Advisors LLC Contact Us

Pacific Oak Capital Advisors LLC

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Pacific Oak Capital Advisors LLC

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Before investing in any Pacific Oak Capital Advisors LLC Fund, you should carefully consider the Fund's investment objectives, risks, charges and expenses. This and other important information is contained in a Fund's prospectus and summary prospectus. Please read the prospectus and summary prospectus carefully before investing. Investments are not FDIC-insured, nor are the deposits guaranteed by any bank or other entity.

Copyright © 2024 Pacific Oak Capital Advisors LLC

Log In Help

EXISTING USER- LOGIN FORGOT USERNAME

FORGOT USERNAME

If you forgot your Username, please click Forgot Username below the Username field and follow the instructions on the Account Access: Forgot Username page.

ZIP CODE

Enter your 5-digit zip code.

PASSWORD

Please contact a Client Services Representative at 1-844-377-5783, Monday through Friday from 9 am to 5 pm Central Time

SECURITY INFORMATION

Answer the security challenge and click Continue.

Entry of correct security information will return your Username.

Clicking Continue will redirect you to the Login page where you can log in to your account.

EXISTING USER- ACCOUNT LOCKED SECURITY INFORMATION

Why did I get the 'Your Account has been Locked' screen? This means that you entered incorrect security information. For your security your account has been locked. Please contact a Client Services Representative at 1-844-377-5783, Monday through Friday from 9 am to 5 pm Central Time

EXISTING USER- INVALID PASSWORD

Why did I get the 'Invalid Password' Message? This means the password entered does not match the information we have on file. You will have three attempts to enter the correct password before your account is locked. If your account is locked, you will have the opportunity to establish a new password by clicking UNLOCK and following the onscreen prompts. After entering security information, you will need to provide your Username, your SSN or TIN and your Account Number. Please contact a Client Services Representative at 1-844-377-5783, Monday through Friday from 9 am to 5 pm Central Time

EXISTING USER- UNLOCK ACCOUNT

Why did I get the 'Your Account has been Locked' Message? This message is displayed when the information entered does not match what is on file. For your security your account has been locked. Click UNLOCK and follow the steps to unlock your account. Please contact a Client Services Representative at 1-844-377-5783, Monday through Friday from 9 am to 5 pm Central Time

EXISTING USER- WE ARE UNABLE TO VERIFY YOUR INFORMATION

Why did I get the 'We are unable to verify your information' Message? This message is displayed when the information entered does not match what is on file. For your security your account has been locked. Please contact a Client Services Representative at 1-844-377-5783, Monday through Friday from 9 am to 5 pm Central Time

EXISTING USER- FORGOT/RESET PASSWORD

FORGOT/RESET PASSWORD

If you forgot your password, please click Forgot/Reset Password below the password field and follow the instructions on the Account Access: Forgot/Reset Password page.

ZIP CODE

Enter your 5-digit zip code.

PASSWORD

This is the new password you will use each time you access your Pacific Oak Capital Advisors LLC account online. Your password is not case sensitive and must be 6-16 characters long and contain at least 1 number(s), 1 letter(s) and 0 special character(s) (@,#,$, etc.).

Enter a password into the New Password field. Reenter the same password into the Verify New Password field.

A green check mark next to the password fields indicates a valid password.

Why is there a red X next to my New Password? You will see a red X next to the New Password field until your password meets all requirements.

Why is there a red X next to the Verify New Password field? You will see a red X next to the Verify New Password field until it exactly matches your new password.

When your new password setup and verification is complete, click Continue located at the bottom right of the page.