Financial advisors are constantly looking for strong products to offer their clients and at BofI Advisor, a division of BofI Federal Bank, you will find a program designed to not only meet the needs of your clients but also produce the beneficial results you desire.
Among the features afforded financial advisors is a strong core banking product offering with high interest and low or no fees, a competition free environment without in-house wealth management, and consolidated reporting to view all of your client accounts online once client consent has been granted.
From this concierge program of BofI Advisor financial advisors can offer their clients banking products that include Select Money Market providing a highly competitive rate, plus liquidity, flexibility and accessibility with limited check writing privileges; Select Checking, providing An Interest Earning Checking Account with high yields that beat the competition; Select Savings, providing a safe and secure Savings Account with a highly competitive rate; and Select CD, providing high rates, high returns, and no market risk.
BofI Advisor also provides financial advisors with access to an interest calculator and by entering a few pieces of information the APY and ending balance will be calculated, revealing how much interest you can earn on a deposit account.
