Opening and managing your accounts should be convenient

—that’s why we created this comprehensive library of frequently used forms and applications.

BancWest Investment Services Forms and Applications Library

Use the BancWest Investment Services online application to open Individual or Joint Brokerage, Roth, or Traditional IRA accounts. For other account types, use PDF applications. Please download the Adobe Acrobat Reader® to view PDFs.

Need help getting started? Contact BancWest Investment Services

Call: 1-800-338-3919, TTY: 1-866-936-2689
Monday–Friday, 6 am–5 pm PT

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.