Specialized Tools for Smart Investing

With your BancWest Investment Services account, you'll enjoy access to a robust selection of tools and resources.

Retirement Income Calculator

Create your retirement plan with this helpful calculator that gives you a view of your retirement savings balance, withdrawals for each year and more.


Here's a sample selection of other tools that you’ll be able to use once you have a BancWest Investment Services account:

Investment Goal Calculator

Enter an initial investment amount, the number of years you’ll be saving, and a few other criteria to find out how much you may need to save to reach your goal.

Asset Allocator

Determine the mix of stocks, bonds and cash that meets your requirements, such as your risk tolerance, current assets and annual savings.

Screeners

Find mutual funds, exchange-traded funds (ETFs) and stocks according to your preferences, including performance, fundamentals and risk.

Comprehensive Company Profiles

Get quotes, recent news, earnings, analyst reports, financials and other information on companies listed on the major stock exchanges.

BancWest Top Picksâ„ 

Take the guesswork out of finding the right funds for your portfolio with our researched list of ETFs and no-load, no-transaction fee mutual funds powered by Morningstar®

Enjoy integrated online investing and banking

Easily view and manage your investment and Bank of the West accounts2  online from a single screen.

Review these Additional Resources

1Opening 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. Deposit and loan products are 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.

2Deposit and loan products offered by Bank of the West, member FDIC.

Morningstar Associates, LLC ("Morningstar") is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The mutual funds and exchange-traded funds selected by Morningstar for the BancWest Top Picksâ„  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 Associates 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 may have more favorable opinions of certain funds which are not included in the universe of funds made available through the Pershing platform.  Morningstar’s selections are based on qualitative factors and quantitative analysis in addition to the judgment of Morningstar analysts.  Morningstar is not acting in the capacity of advisor to individual investors.  The Morningstar name and logo are registered marks of Morningstar, Inc.  Morningstar is not affiliated with BancWest Investment Services, Inc.