INVESTMENT SOLUTIONS

A flexible approach to investingfootnote1

There are many investing styles, but at the end of the day what matters most is the freedom to invest your way.
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Investment Solutions

Through BancWest Investment Services, Bank of the West's affiliated broker/dealer, we support varying investment approaches, adjusted for the level of guidance and involvement you desire.footnote1

Professionally Managed Portfolios
For those with sophisticated and dynamic portfolio management needs, we offer a consolidated asset allocation plan.
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Brokerage Solutions with Advisor Guidance
Partner with a professional wealth advisor to identify strategic solutions that optimize across your comprehensive financial plans.
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Invest on Your Own
Our convenient investing platform offers enhanced research, trading, and performance analytics making it easy to manage investments with confidence.
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To learn more about the types of brokerage and advisory products and services we offer and their related costs and fees, please review our Client Relationship Summary. Learn more about important additional disclosures regarding BancWest Investment Services solutions.

Connect with an Advisor by phone through Privilege Connect with 24/7 assistance

Call: 1-800-435-1912, TTY: 1-800-659-5495
International Call Collect: +1-925-975-3202, TTY: +1-402-918-6495

Tell us where you live

Choose your state of legal residence. We can then give you information about the products and services available in your area.

Note: Bank of the West has branches only in the states listed in the drop-down. At this time, we only open accounts for individuals and businesses in these states.