Open a New Investment Account

  • Applying online is quick and easy.  In just a few minutes, open an account and start planning for retirement.


     

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    Online trades as low as $6.95

    With a Bank of the West Premier Checking account, you'll pay as low as $6.95 per trade for orders entered online in your self-directed investment account.   

  • 15 Trades Every Month

    Bank of the West Premier customers qualify for 15 commission-free trades each month.

      

Primary Account Holder Information

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What type of account would you like to open?

Personal Accounts (non-retirement)


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Applicants will need:
- A physical address
- Date of Birth
- Social Security Number or EIN
- Employer Name and Address

Retirement accounts






  • Traditional IRA
  • Roth IRA
Additional required information for Retirement Accounts:
- Beneficiary Name
- Beneficiary Date of Birth
Additional required information for Inherited Accounts:
- Decedent Name
- Decedent Date of Birth
- Decedent Date or Death
- Decedent Account Type and Account Number
- Copy of Death Certificate

Paper Forms. Additional Account Types

For an Account Type not listed, please contact BancWest Investment Services at 1-888-808-2947 for assistance in opening another account type.

If you are unable to complete this application for any reason, a BancWest Investment Services Representative may follow up with you to offer assistance. Please review our Privacy Policy before continuing.

 

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