Open a New Investment Account

  • $0 Commissions for online stock, ETF, and options trades*.

    *Applies to U.S. exchange listed stocks, ETFs, and options trades placed online.  A $1.00 per contract fee applies for options trades.

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

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 (800) 338-3919 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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