Wealth Management Help

Use this page to find answers to frequently asked questions about Wealth Management advisory services and solutions. If you still need help, visit Bank of the West Customer Service to find more general answers.

Accounts & Services

What types of accounts are offered through Bank of the West Wealth Management?

Wealth Management offers select capabilities designed to build, preserve, protect or transfer your wealth. We offer a variety of accounts and services, from banking to retirement accounts to trust & estate services.

You can browse the information below for a list of our top products and accounts, or call 1-877-898-1003 to hear more or to set up an appointment with an advisor.

Banking Services

  • Checking accounts with exclusive benefits for wealth management clients
  • Money market savings accounts and certificates of deposit
  • High yield sweep accounts
  • Exclusive credit and debit cards for clients
  • Mortgage loans
  • Home equity and other secured lines of credit
  • Investment lines of credit

Retirement and Brokerage Services*

  • Rollover IRAs
  • Stocks, bonds, mutual funds, ETFs and UITs
  • REITs
  • Fixed and variable annuities
  • Structured products
  • Life insurance
  • 529 College Savings Plans

Investment Management

  • Strategic and tactical asset allocation strategies
  • Customized equity and fixed income management
  • Active liquidity management
  • Liquid alternative investments
  • Tax-conscious investments

Trust Services Administration

  • Revocable trusts
  • Irrevocable trusts
  • Charitable trusts
  • Investment management accounts
  • Custodial accounts
  • Trust account-related real estate services

Estate Administration

  • Executor services
  • Administrator services
  • Special administrator services
  • Probate agent services
  • Personal representative services

What services are provided through Wealth Management?

As a Wealth Management customer, a Bank of the West Private Client Advisor (PCA) will be your primary point of contact, charged with understanding your individual goals and priorities. Your PCA will recommend a cohesive plan designed to help you build, protect, and transfer your wealth. PCAs offer full financial portfolio management, but also provide you with solutions to help you manage business transitions, preserve and maintain your estate, and plan your retirement.

Does Bank of the West Wealth Management help with my personal or business philanthropy?

Our advisors work one-on-one with you to establish and cultivate the philanthropic giving plan that works best for you, your family and your business. Ask your Private Client Advisor to help you put the right strategy in place to give back to your community.

Does Wealth Management provide life insurance accounts or help me manage my life insurance?

As part of your advisory services, we’ll recommend specific long-term care and life insurance services as needed and help you manage these services over a lifelong relationship with Bank of the West.

Are there Wealth Management services for small business owners?

Whether you are focused on growing your business or actively planning for a transition, we work with you to develop the right wealth management strategies to meet your priorities, especially in key areas such as managing your liquidity, planning for retirement and identifying financial vehicles to help facilitate your exit strategy. Learn more

Wealth Management Online

I forgot my Online Banking login information. What should I do?

If you are an Online Banking customer and you've forgotten your Username, contact Online Banking Customer Support at 1-800-488-2265, option 3. If you’ve forgotten your Password, visit the Password Reset page.

What is Portfolio Online?

Portfolio Online is an account management system especially for trust account holders. Your login and password for Portfolio Online works independent of your general Online Banking login information.
Learn more

How do I enroll in Portfolio Online?

If you are a Wealth Management customer and have a trust account managed through Bank of the West, contact your Private Client Advisor to get help with creating a username and password. You can then use our Client Guide to learn how to access and use the various services offered through Portfolio Online.

Still need help? Read our Portfolio Online FAQs.

I forgot my Portfolio Online password. What should I do?

Simply visit the Portfolio Online sign in page and click forgot your password on the left side.

How do I log in to my other Bank of the West services (such as BOW Trade, Credit Card Rewards, etc)?

You can find a full list of login links by visiting the main Bank of the West sign in page.

Finding an Advisor

Where is Bank of the West located?

Click Locations at the top of any Bank of the West page to see a full list of places where we do business.

Where can I find Bank of the West Wealth Management?

Visit our ‘Find an Advisor’ page for information.

How do I find the nearest Wealth Management Private Client Advisor?

You can use the Wealth Management advisors list to see if there’s an advisor near you.

How do I begin a relationship with a Private Client Advisor?

You can either contact the advisor closest to you, or let our advisors contact you. You can also call the general client service line for Wealth Management at 1-877-898-1003.

Can I get a complimentary consultation?

You can always call Wealth Management at 1-877-898-1003 for free information or stop by your local Wealth Management office to speak with a Wealth Management representative.

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