Tools to Help You Invest Like a Pro
Take a hands-on approach and implement your investing ideas with confidence using our intuitive trading tools and comprehensive third-party research.
BancWest Investment Services Client Service Center
Mon-Fri, 6:00am – 5:00pm PT
Unlock the Power of Markets with Online Investing
Our interactive platform features customizable controls to help you manage your portfolio and make informed investment choices.
- Diversify across stocks, ETFs, mutual funds, and more
- Trade on mobile or desktop
- Access research tools, market data, and insights
- Get support from a team of professionals
Enhanced Performance Metrics
With our advanced platform, it's possible to access the same actionable insights and metrics typically available to only high-net-worth and institutional investors. In addition, you can track your portfolio's performance against industry benchmarks at the sector and asset class level, as well as fine-tune risk levels, allocations, and investment decisions based on detailed "what-if" scenarios.
For illustrative purposes only
More Ways to Invest with Us
There are many investing styles, but at the end of the day what matters most is the freedom to invest your way. If you’re looking for solutions beyond self-directed investing, we offer:
- Brokerage solutions with advisor guidance
- Professionally managed portfolios and financial planning
- Customized wealth management strategies
To find the right approach for you, talk with an Advisor.
See what a difference Bank of the West Wealth Management can make for you and your family.
Legal information and Disclosures
Deposit and loan products offered by Bank of the West.
*For self-directed orders placed via the BancWest Investment Services online platform, unlimited $0 commissions apply to order executions for equities and Exchange-Traded Funds (“ETFs”). Unlimited $0 commissions online trades are subject to certain terms and conditions and additional fees. Service charges will apply for trades placed through a broker. For further information contact the BancWest Investment Services customer service center at (888) 808-2947.
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 any amount ($0.01). 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 $25,000 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 based on either identical or common ownership. Ask us for details. 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.
Securities and variable annuities are offered through BancWest Investment Services, a registered broker/dealer, member FINRA/SIPC, and SEC Registered Investment Adviser. Financial Advisors are Registered Representatives of BancWest Investment Services. Fixed annuities/insurance products are offered through BancWest Insurance Agency in California, (License #0C52321) and through BancWest Investment Services, Inc. in all other states where it is licensed to do business. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Bank of the West and its various affiliates and subsidiaries are not tax or legal advisors.
BancWest Investment Services is a wholly owned subsidiary of Bank of the West. Bank of the West is a wholly owned subsidiary of BNP Paribas.
This is not an offer or solicitation for brokerage services, investment advisory services, or other products or services where we are not authorized to do business or where such offer or solicitation is contrary to the securities laws or other local laws and regulations of that jurisdiction.
- Important Privacy Choices for Consumers - California Residents Only
- Potential Conflicts of Interest
- Business Continuity
- Margin Disclosure Statement
- Order Routing & Execution
Investment and Insurance Products:
- NOT FDIC INSURED
- NOT BANK GUARANTEED
- MAY LOSE VALUE
- NOT A DEPOSIT
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY