BancWest Investment Services
GET UP TO $2,5001 CLOSER TO
YOUR RETIREMENT GOALS

BancWest Investment Services can help put you on the path to make tomorrow’s plans a reality.

You can get a cash bonus in your investment or retirement account when you enroll and make a qualifying deposit within 60 days. Simply rollover an account from a previous employer, transfer an account or add funds to a new or existing account.2

CASH BONUS AMOUNT DEPOSITED
$200 $50,000 - $99,999
$300 $100,000 - $249,999
$700 $250,000 - $499,999
$1,250 $500,000 - $999,999
$2,500 $1,000,000 or more


Simplify your financial life with BancWest Investment Services


Invest where you bank.

With a single login you can view and manage your investment and Bank of the West accounts* online on one page.


Online trades as low as $6.95**

With a Bank of the West Premier Checking account online trades start as low as $6.95 per trade in a self-directed investment account.

Learn more about self-directed investing

Professional guidance and extraordinary personal service

Whether you invest on your own or with the help of an experienced Financial Advisor, you can count on getting the attention and guidance you need.

Learn more about advisor assisted investing

Tools, resources and professional guidance

With thousands of stocks, bonds, ETFs, and mutual funds to choose from, we offer a variety of calculators and screeners to help you select the right investments. Or choose from the pre-screened investments on BancWest Top PicksSM 3.

Learn more about investing resources

Prior to deciding whether to maintain your assets in an employer sponsored retirement plan or to roll over these assets to an IRA please consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, potential protection from creditors and legal judgments, required minimum distributions and possession of employer stock. Please see the FINRA Investor Alert for additional information.

1This offer is valid for new or existing BancWest Investment Services, Inc. (“BWIS”) customers, and is limited to one “Eligible Account” (as defined below) per customer, with a $2,500 maximum cash bonus allowable within a rolling six-month period. Eligible Accounts must be enrolled in the offer prior to depositing or transferring Qualifying Assets. “Qualifying Assets" include cash, securities, fixed and variable annuities, and real estate investments trusts deposited or transferred into the Eligible Account from outside BWIS or any BWIS affiliate within 60 days of enrollment, minus assets withdrawn or transferred out of Eligible Accounts within such 60-day period. Life insurance holdings and other assets not listed above are not “Qualifying Assets” and are not eligible for this offer. Qualifying Assets will be valued at the time BWIS receives such assets. An “Eligible Account” is a BWIS account that that is enrolled in the offer and holds Qualifying Assets. Eligible Accounts do not include any account the inclusion of which is prohibited by law or may result in a breach of any fiduciary duty, law or regulation, including, but not limited to, the Employee Retirement Income Security Act of 1974 (“ERISA”). Customers that deposit Qualifying Assets of $50,000-$99,999.99 may receive a bonus in the amount of $200; Qualifying Assets of $100,000-$249,999.99 may receive $300; Qualifying Assets of $250,000-$499,999.99 may receive $700; Qualifying Assets of $500,000-$999,999.99 may receive $1,250; Qualifying Assets of $1,000,000 or more, may receive $2,500. If all requirements for this offer are met, Qualifying Assets will be calculated as of the 60th day after enrollment and the cash bonus will be credited to the Eligible Account within six weeks. The minimum Qualifying Assets must be maintained in the Eligible Account for one year from the date on which BWIS receives such assets or BWIS may charge the account the amount of the bonus. Any applicable taxes associated with the cash bonus are the responsibility of the BWIS account holder. To the extent required by law, BWIS will report the total value of this bonus to the IRS on Form 1099-INT for the applicable tax year in which the bonus was paid. 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 is non-transferrable and only valid in the United States. BWIS reserves the right to modify or cancel this offer at any time. Void where prohibited.

2If you are satisfied with your former employer's plan investment choices you may not derive a benefit from any additional investment choices available through a BancWest Investment Services retirement account. You may also be subject to the specific risks and costs associated with such choices.

3 Morningstar Investment Management LLC is a registered investment adviser and subsidiary of Morningstar, Inc. The mutual funds and Exchange-Traded Funds selected by Morningstar Investment Management for the BancWest Top PicksSM 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 Investment Management 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 Investment Management may have more favorable opinions of certain funds that are not included in the universe of funds made available through the Pershing platform. Morningstar Investment Management's selections are based on qualitative factors and quantitative analysis in addition to the judgment of Morningstar Investment Management analysts. Morningstar Investment Management is not acting in the capacity of advisor to individual investors. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Investment Management and Morningstar, Inc. are not affiliated with BancWest Investment Services, Inc.

4The consultation with a BancWest Investment Services financial professional is complimentary. Please note: The implementation of any recommendations provided during the consultation may result in trade commissions or other fees, charges or expenses. Any recommendations and guidance provided are limited to assets held at BancWest Investment Services.


* Deposit and loan products offered by Bank of the West. Member FDIC. Equal Housing Lender.

** Fifteen (15) $0 commission order executions for equities and Exchange-Traded Funds ("ETFs") per calendar month, per account ($6.95 order executions thereafter), for self-directed orders placed via the BancWest Investment Services online platform, subject to certain terms and conditions and additional fees (please refer to https://www.bankofthewest.com/personal-banking/investments/self-directed-investor.html for further details about self-directed investing available through BancWest Investment Services). If an order placed via the online platform is executed over multiple days, each day's executions for that order will be counted separately and applied against the remaining available $0 commission order executions available that month.

Online Preferred Pricing is only available to individuals with an active Premier Checking 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 Checking recognizes your preferred customer status and rewards you with premium interest rates, waived fees and other benefits. Learn more or apply now. A Bank of the West Premier Checking account requires a minimum opening deposit of $500. The $30 monthly service charge will be waived for your first two (2) statement cycles and may be waived thereafter when you maintain at least $50,000 combined average monthly balance per statement cycle in this Bank of the West Premier Checking account plus other eligible personal Bank checking, money market, savings, CDs, and IRAs, and prior end-of-month account balances in eligible BancWest Investment Services investment accounts. 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.

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