Transfer Your Retirement Accounts or Open a New Account and Get up to $6001
Roll over your former 401(k) or 403(b), transfer your IRA or open a new account, and we’ll give you up to $600—and that’s just the start of the benefits of being a BancWest Investment Services customer.
More Reasons to Invest with BancWest Investment Services:
Integrated online investing and banking
Easily stay on top of your finances by viewing and managing your investment and Bank of the West accounts2 online from one easy-to-read screen.
Extraordinary personal service
Count on getting the attention and guidance you need because building relationships is as important to us as helping build investment strategies.
Tools, resources and professional guidance
Take advantage of our wide variety of tools, resources and investment products and services to create your own investment strategy or invest with the help of an experienced Financial Advisor.
Learn more about advisor-assisted investing
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and securities) deposited or transferred into an Eligible Account from outside BWIS or any BWIS affiliate, minus assets withdrawn or transferred out of the account within the Review Period.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. 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.
3Online Preferred Pricing is only available to individuals with an active Premier Relationship Checking (“PRC”) account. Individual Online Preferred Pricing eligibility is determined on a daily basis by BancWest Investment Services. Online Preferred Pricing does not apply to business/corporate accounts, investment club accounts, partnership accounts, limited liability accounts or certain fiduciary or custodial accounts. Please contact BancWest Investment Services for additional information.
Premier Relationship Checking recognizes your preferred customer status and rewards you with premium interest rates, waived fees and other benefits Learn more or apply now. No minimum balance is required to open a PRC account. However, a minimum balance is required to avoid monthly service charges. Some accounts and services and the fees that apply to them vary from state to state. Standard deposit account fees apply. Relationship requirements and pricing are subject to change without notice.