As a Premier client, you are entitled to a no-obligation retirement assessment provided through BancWest Investment Services, Bank of the West’s affiliated broker-dealer with our Premier Retirement Checkup.
Complimentary benefits include:
- Snapshot of your retirement outlook
- Assessment by a BancWest Investment Services Financial Advisor
After the assessment our Investments professionals work with you on your terms – with ongoing communication and no high-pressure sales tactics. We're dedicated to understanding your needs, concerns and aspirations, and providing the appropriate investment options and guidance to help you meet your retirement goal, including:
- Clarifying priorities for your financial goals before and during retirement.
- Developing an investment strategy to manage your retirement portfolio and other assets.
- Helping you select products and services to fit your needs.
As an added Premier benefit, when you open or maintain an investment account with BancWest Investment Services, you’ll receive 15 online commission-free equity and Exchange Traded Funds (ETF) trades per month, and pay only $6.95 for any eligible trades thereafter.1
Learn more about BancWest Investment Services.