bancWest Investment Services
BancWest Investment Services BancWest Investment Services

Specialized Tools for Smart Investing

With your BancWest Investment Services account, you'll enjoy access to a robust selection of tools and resources.

Retirement Income Calculator

Create your retirement plan with this helpful calculator that gives you a view of your retirement savings balance, withdrawals for each year and more.

Here's a sample selection of other tools that you’ll be able to use once you have a BancWest Investment Services account:

Investment Goal Calculator

Enter an initial investment amount, the number of years you’ll be saving, and a few other criteria to find out how much you may need to save to reach your goal.

Asset Allocator

Determine the mix of stocks, bonds and cash that meets your requirements, such as your risk tolerance, current assets and annual savings.

Screeners

Find mutual funds, exchange-traded funds (ETFs) and stocks according to your preferences, including performance, fundamentals and risk.

Comprehensive Company Profiles

Get quotes, recent news, earnings, analyst reports, financials and other information on companies listed on the major stock exchanges.

BancWest Top Picks℠

Take the guesswork out of finding the right funds for your portfolio with our researched list of ETFs and no-load, no-transaction fee mutual funds powered by Morningstar®

Review these Additional Resources

For more tips and information on investing and trading, visit Investor Education.

Not sure what a specific financial term means? Go to Frequently Used Financial Terms.

To download and print account applications and other forms, go to our Forms page.

Get Started Now

Get assistance or request a complimentary consultation

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Get up to $6001

Open and fund a retirement or brokerage account or add to an existing one and we’ll give you up to $600.2

Learn More

1This offer is valid for new or existing BancWest Investment Services, Inc. (“BWIS”) customers. Customers who previously received a cash bonus from BWIS are not eligible for this offer. “Qualifying Assets,” for purposes of this offer, shall mean aggregate assets (i.e., cash, securities, fixed and variable annuities, and real estate investments trusts) deposited or transferred into Eligible Accounts from outside BWIS or any BWIS affiliate within 60 days of the initial deposit or transfer, minus assets withdrawn or transferred out of Eligible Accounts within such 60-day period. Qualifying Assets will be valued at the time BWIS receives such assets. Life insurance holdings and other assets not listed above are not “Qualifying Assets” and are not eligible for this offer. “Eligible Accounts” are BWIS accounts that hold Qualifying Assets. Customers with Qualifying Assets of $25,000-$49,999.99 may receive a bonus in the amount of $100; Qualifying Assets of $50,000-$99,999.99, may receive $200; Qualifying Assets of $100,000-$249,999.99, may receive $300; Qualifying Assets of $250,000 or more, may receive $600. The bonus amount customers may receive will be determined by the Qualifying Assets deposited or transferred into Eligible Accounts owned by the same primary account holder. Eligible Accounts must be funded with Qualifying Assets by September 30, 2014 to be eligible for this offer. The minimum Qualifying Assets for the applicable bonus amount must be maintained in Eligible Accounts for one year from the date on which BWIS receives such assets or BWIS may charge the account the amount of the bonus. If the qualifications for this offer are met, the bonus will be credited to the Eligible Account in approximately 4-6 weeks following the transfer or deposit of Qualifying Assets into the Eligible Account. The bonus will be paid directly to the customer’s Eligible Account that is a retirement account or, if none is available, another Eligible Account. The value of the bonus may be deemed taxable income, and the customer may receive a Form 1099 reflecting the value of the bonus. Customers should consult a tax professional to determine the appropriate tax treatment for this bonus offer. Employees or associated persons of FINRA, any FINRA member firm (other than BWIS), or a U.S. exchange are not eligible for this offer. Employees, associated persons, and customers of First Hawaiian Bank and First Hawaiian Investment Services are not eligible for this offer. This offer is limited to one per customer. Offer is non-transferrable and only valid in the United States. BWIS reserves the right to modify or cancel this offer at any time. Other restrictions or terms and conditions may apply. Void where prohibited.

2Deposit and loan products offered by Bank of the West, member FDIC.

Morningstar Associates, LLC (“Morningstar”) is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The mutual funds and exchange-traded funds selected by Morningstar for the BancWest Top Picks℠ Lists have been derived from a universe of funds made available through the Pershing platform offered by BancWest Investment Services, Inc. The Top Picks Lists represent what Morningstar Associates believes to be the best available funds in each category from the universe of no-load, no-transaction fee mutual funds open to new investors available on the Pershing platform with a minimum investment of less than $10,000. The universe does not include all funds available in the marketplace. Both the universe of funds included on the Pershing platform and the Top Picks Lists are subject to change without notice. Particular funds on the Top Picks Lists may not be appropriate for all investors, and there may be other funds or investment options that are more suitable. Morningstar may have more favorable opinions of certain funds which are not included in the universe of funds made available through the Pershing platform.  Morningstar’s selections are based on qualitative factors and quantitative analysis in addition to the judgment of Morningstar analysts.  Morningstar is not acting in the capacity of advisor to individual investors.  The Morningstar name and logo are registered marks of Morningstar, Inc.  Morningstar is not affiliated with BancWest Investment Services, Inc.

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