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BancWest Investment Services

Invest the Way that Works Best for You

Whether you like to do your own online investing or prefer the guidance of an experienced professional, BancWest Investment Services offers a wide range of options to help you achieve your financial goals.

Self-Directed Investor

  • You're comfortable doing your own investment planning and portfolio management.
  • You consistently review your portfolio.
  • You prefer doing your own market research.
  • Execute your own trades.

Learn more about self-directed investing

Advisor-Assisted Investor

  • You want professional help with investment planning and portfolio management.
  • You prefer to have a professional assist you with regularly tracking your portfolio.
  • You want professional research and guidance on investment options.
  • You prefer that a professional help implement your investment strategy.

Learn more about advisor-assisted investing

Looking for more robust, full-service investment management? We offer complete investment management services for Wealth Management Clients. Learn more

Enjoy integrated online investing and banking

Easily view and manage your investment and Bank of the West accounts*  online from a single screen.

1 The 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 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, rebated fees and other benefits. Learn more or apply now. A Bank of the West Premier Checking account requires a minimum opening deposit of any amount. The $25 monthly service charge will be rebated for your first two (2) statement cycles and may be rebated thereafter when you maintain at least $25,000 combined average monthly balance per statement cycle in this Bank of the West Premier Checking account plus other eligible personal checking, money market, savings, CDs, IRAs, and 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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