Specialized Tools for Smart Investing
With your BancWest Investment Services account, you'll enjoy access to a robust selection of tools and resources.
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:
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.
Determine the mix of stocks, bonds and cash that meets your requirements, such as your risk tolerance, current assets and annual savings.
Find mutual funds, exchange-traded funds (ETFs) and stocks according to your preferences, including performance, fundamentals and risk.
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 up to $600
Open a new account or consolidate your retirement accounts at BancWest Investment Services, and we'll give you up to $600.2
1This offer is only available to individuals who are new or existing BancWest Investment Services, Inc. (“BWIS”) customers. This offer is limited to one per customer. Customers with “Qualifying Assets” (as defined below) of $25,000 to $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 amount of the bonus will be determined by Qualifying Assets deposited into an “Eligible Account” (as defined below) following a 60-calendar-day review period (“Review Period”) after BWIS receives the Qualifying Assets. For purposes of this offer, “Qualifying Assets” shall mean assets (including cash and securities) deposited or transferred into an Eligible Account from outside BWIS or any BWIS affiliate, minus assets withdrawn or transferred out of the account within the Review Period. Qualifying Assets of cash and/or securities will be valued at the time BWIS receives such assets. “Eligible Accounts” are BWIS accounts with assets that are only held by Pershing LLC. This bonus offer is not available for accounts with assets that are not held by Pershing LLC, including 529 plans, life insurance and certain annuities. To qualify for this offer: (1) a new Eligible Account must be opened between August 19, 2013 and April 15, 2014 and funded within 60 calendar days of account opening with assets held outside BWIS or any BWIS affiliate; or (2) an existing Eligible Account must be funded between August 19, 2013 and June 14, 2014 with assets held outside BWIS or any BWIS affiliate. The minimum Qualifying Assets must be maintained in the Eligible Account for one year from the date on which BWIS receives such assets. Failure to maintain the minimum Qualifying Assets for one year from the date on which BWIS receives such assets gives BWIS the right to reclaim the bonus. An early closure fee of $25 will apply if an Eligible Account is closed within 91 days of the account opening date. If the qualifications for this offer are met, the bonus will be credited to the Eligible Account within 45 days following the Review Period. The bonus will be paid directly to the Eligible Account and will not be paid to any other 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 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.
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.