Self-Directed Investing at BancWest Investment Services

Whatever investment objectives you're working toward, we have a wide range of resources, tools and investment choices to help you keep moving forward. Our selection of online investments includes:

  • Equities
  • Exchange-traded funds (ETFs)
  • Mutual funds
  • Options1
Learn more about all of our investment opportunities

Online trades as low as $6.95

Prices start as low as $6.95 per trade that you make online in your independent investment account when you have a Bank of the West Premier Checking account.2

Comprehensive online research

Use the latest market information and detailed reports to make informed decisions and track your progress. Our resources include:

  • Market updates and market movers
  • Company profiles, including analyst ratings, earnings estimates and financial statements
  • Investing insights
  • Stock, ETF and mutual fund screeners
  • Quarterly lists of researched ETFs and no-load, no-transaction fee mutual funds
  • Comprehensive third-party articles

Robust set of trading tools

Set alerts, create watchlists, screen stocks, ETFs, mutual funds and more.

Enjoy integrated online investing and banking

Easily view and manage your investment and Bank of the West accounts3  online from a single screen.


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1Options involve risks and are not suitable for all investors. Prior to buying or selling an option, an investor must receive a copy of Characteristics and Risks of Standardized Options. Options trading is subject to certain conditions, and not all accounts may qualify.

2Online 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. 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.

3Deposit and loan products offered by Bank of the West. Member FDIC. Equal Housing Lender.

4Opening 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.

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.