Investment Link

Simplify and automate the investment process by setting up a link between your bank account and your Oak Associates Funds account. It's convenient. It's easy. It's secure. These are the services you can use with Investment Link.


Systematic Investment Program

Invest on a regular basis automatically. Choose the fixed amount you would like to invest and how often you wish to invest it. The money will transfer electronically from your bank account to your Oak Funds account automatically. If ever you wish to change your investment schedule or amount, simply log on to your account.

Online and Phone Transactions

Make additional investments into your accounts–anytime. Money is transferred directly from your bank account into your Oak Funds account, without the hassle of time-delay or paper mail. Once you establish Investment Link, simply call or log on to your Oak Funds account when you wish to make a purchase.


Download Application Investment Link Application

My Oak Account

Online Account Access