bancWest Investment Services
BancWest Investment Services

Let BancWest Investment Services help put you on the path to achieve your financial goals.

Open and fund a retirement or brokerage account or add money to an existing account and get up to $6001 — and that's just the start of the benefits of being a BancWest Investment Services client.

Deposit Cash Bonus
$250,000 or more $600
$100,000 – $249,999 $300
$50,000 – $99,999 $200
$25,000 – $49,999 $100

 

More Reasons to Invest with BancWest Investment Services:

Integrated online investing and banking

Easily stay on top of your finances by viewing and managing your investment and Bank of the West accounts2 online from one easy-to-read screen.

Extraordinary personal service

Count on getting the attention and guidance you need because building relationships is as important to us as helping build investment strategies.

Tools, resources and professional guidance

Take advantage of our wide variety of tools, resources and investment products and services to create your own investment strategy or invest with the help of an experienced Financial Advisor.

Learn more about advisor-assisted investing

Get Started Now

Get assistance or request a complimentary consultation

  • 1-888-808-2947
  • Monday – Friday
    5 a.m. – 9 p.m. PT
  • Email us

1This offer is valid for new or existing BancWest Investment Services, Inc. (“BWIS”) customers. Customers who previously received a cash bonus from BWIS are not eligible for this offer. “Qualifying Assets,” for purposes of this offer, shall mean aggregate assets (i.e., cash, securities, fixed and variable annuities, and real estate investments trusts) deposited or transferred into Eligible Accounts from outside BWIS or any BWIS affiliate within 60 days of the initial deposit or transfer, minus assets withdrawn or transferred out of Eligible Accounts within such 60-day period. Qualifying Assets will be valued at the time BWIS receives such assets. Life insurance holdings and other assets not listed above are not “Qualifying Assets” and are not eligible for this offer. “Eligible Accounts” are BWIS accounts that hold Qualifying Assets. Customers with Qualifying Assets of $25,000-$49,999.99 may receive a bonus in the amount of $100; Qualifying Assets of $50,000-$99,999.99, may receive $200; Qualifying Assets of $100,000-$249,999.99, may receive $300; Qualifying Assets of $250,000 or more, may receive $600. The bonus amount customers may receive will be determined by the Qualifying Assets deposited or transferred into Eligible Accounts owned by the same primary account holder. Eligible Accounts must be funded with Qualifying Assets by September 30, 2014 to be eligible for this offer. The minimum Qualifying Assets for the applicable bonus amount must be maintained in Eligible Accounts for one year from the date on which BWIS receives such assets or BWIS may charge the account the amount of the bonus. If the qualifications for this offer are met, the bonus will be credited to the Eligible Account in approximately 4-6 weeks following the transfer or deposit of Qualifying Assets into the Eligible Account. The bonus will be paid directly to the customer’s Eligible Account that is a retirement account or, if none is available, another Eligible Account. The value of the bonus may be deemed taxable income, and the customer may receive a Form 1099 reflecting the value of the bonus. Customers should consult a tax professional to determine the appropriate tax treatment for this bonus offer. Employees or associated persons of FINRA, any FINRA member firm (other than BWIS), or a U.S. exchange are not eligible for this offer. Employees, associated persons, and customers of First Hawaiian Bank and First Hawaiian Investment Services are not eligible for this offer. This offer is limited to one per customer. Offer is non-transferrable and only valid in the United States. BWIS reserves the right to modify or cancel this offer at any time. Other restrictions or terms and conditions may apply. Void where prohibited.

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

3Online Preferred Pricing is only available to individuals with an active Premier Relationship Checking (“PRC”) 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 Relationship Checking recognizes your preferred customer status and rewards you with premium interest rates, waived fees and other benefits Learn more or apply now. No minimum balance is required to open a PRC account. However, a minimum balance is required to avoid monthly service charges. 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.

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