During the holiday season, our Contact Centre will be available from 8:00am to 5:00pm on December 24th and 31st. We will be closed on December 25-26th and January 1st, 2025. Oaken Digital is available for all your self-service needs.
Did you know we have updated the terms and conditions on all existing investments starting January 22nd, 2025. Click here to learn more.
Be cautious of fraudulent activities. Oaken Financial will never initiate contact with customers to request transfers of funds by promising higher interest rates, nor will we ask for your account details or passwords. Always protect your personal and financial information and report any suspicious activity to us immediately at 1-855-625-3622.
How can we help you?
Profile information
About updating your profile and customizing accounts
Update my profile
On desktop and mobile browser 🖥
1) Select "Profile and settings" in the main menu. Under "Profile information", click on "Update my profile".
2) You can make changes to your address, contact information and employment information.
3) Click the "Continue" button at the bottom of the screen to review your updates.
4) If you are changes are correct, click on the "Continue" button to submit your information.
On app 📱
1) Select "More" in the bottom navigation bar. Select "Update my profile".
2) You can make changes to your contact information and employment information.
3) Select the "Continue" button at the bottom of the screen to verfiy the changes you made are correct.
To change the address related to your commercial account, please contact us at 1-855-OAKEN-22(625-3622). The Oaken team is available from Monday to Friday, 8:00am to 10:00pm and Saturday 9:00am – 5:00pm ET.
For requirements to update your name, please contact us at 1-855-OAKEN-22 (625-3622). The Oaken team is available from Monday to Friday, 8:00am to 10:00pm and Saturday 9:00am – 5:00pm ET.
Your username is unique to your Oaken Digital profile. Unfortunately, once your username is created it cannot be changed later.
Customize accounts
On desktop and mobile browser 🖥
1) Select "Profile and settings" in the main menu. Under "Profile information", click on "Customize accounts".
2) Click the "Edit name" icon for the account name you would like to edit.
3) Type in an account nickname, then click "Save new account name".
4) Click the "Save" button at the bottom of the screen to save updates.
On app 📱
1) Select "More" in the bottom navigation bar. Select "Customize accounts".
2) Select the pencil icon for the account name you would like to edit.
3) Type in an account nickname, then click the checkmark to save to the name.
On desktop and mobile browser 🖥
1) Select "Profile and settings" in the main menu. Under "Profile information", click on "Customize accounts".
2) Click on the star icon for the account which you would like to set as the main account.
3) Click "Save" to update.
On app 📱
1) Select "More" in the bottom navigation bar. Select "Customize accounts".
2) Tap on the star icon for the account which you would like to set as the as the main account.
3) Your changes will be automatically saved.
On desktop and mobile browser 🖥
1) Select "Profile and settings" in the main menu. Under "Profile information", click on "Customize accounts".
2) Click on the eye icon to hide/unhide a specific account.
3) Click "Save" to update.
On app 📱
This feature is not available on the Oaken Digital app.
Have additional questions?
Call us at 1-855-OAKEN-22 (625-3622). Oaken representatives are available Monday to Friday, 8:00am to 8:00pm EST and Saturday 9:00am – 5:00pm EST. If you call outside our regular office hours, leave a message and we’ll call you back on the next business day. You can also email us service@oaken.com, send us a secure message in Oaken Digital.
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Commercial applications can be downloaded here and mailed to us.
Or if you prefer to make an appointment to apply in person, you can do so by viewing our Oaken store locations. For more information, please email service@oaken.com or call 1-855-OAKEN-22 (625-3622) from Monday to Friday 8:00AM to 8:00PM EST and Saturday from 9:00AM to 5:00pm EST.
