Nicole Leyva started working at InvesTrust as a Retirement Plan Specialist in 2019. Her responsibilities include providing excellent customer service to clients, processing employee benefit payroll data, handling employee benefit participant requests, and the timely processing of trades.
Before joining the InvesTrust team, Nicole worked as a Retirement Plan Specialist for 5 years.
Click the login link to access your retirement plan account information and statements.
InvesTrust N.A.
5100 N. Classen Blvd.
Suite 620
Oklahoma City, OK 73118
T: 405.848.0258
TF: 866.848.0258
F: 888.748.7835
E: investrust@investrust.com
Monday through Friday
8:00 am to 5:00 pm
InvesTrust is closed for the following holidays:
Monday, Jan. 1 New Year’s Day
Monday, Feb. 18 President’s Day
Monday, May 27 Memorial Day
Thursday, July 4 Independence Day
Monday, Sept. 2 Labor Day
Monday, Oct. 14 Columbus Day
Monday, Nov. 11 Veterans Day
Thursday, Nov. 28 Thanksgiving
Friday, Nov. 29 Thanksgiving
Wednesday, Dec. 25 Christmas
The content on this site is for informational purposes only and should not be considered advice. Additionally, it is important to keep in mind that all investments are subject to risk, including loss of principle. Risk is defined as fluctuation in returns from one period to the next and the potential for loss. A well diversified portfolio may help investors reduce the risk associated with investing. However, diversification does not insure protection against a loss in a declining market.
Circular 230 Disclosure: Please note that Treasury regulations effective June 20, 2005 impose extensive requirements for a formal tax opinion. Since this communication (including any attachments) is not such a formal tax opinion, we are required to advise you that it was not intended or written to be used, and it cannot be used (i) for the purpose of avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. If you would like further information, please contact us.
