Designed as a concierge program capable of providing the clients of financial advisors with competitive core banking products, strong customer service and superior earnings, BofI Advisor, a division of BofI Federal Bank, has created an ideal line of products capable of meeting the demands of clients while exceeding the expectations of financial advisors.
BofI Advisors understands that financial advisors are constantly looking for the best products to bring to their clients and with the banking products of BofI Advisors that goal is easily reached. These products 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.
To show how much money can be earned from the interest of these accounts BofI Advisor offers an easy to use interest calculator; simply enter a few pieces of information and they will calculate your APY and ending balance and display how much interest can be earned on a deposit.
Making the banking products offered by BofI Advisor all the more attractive to financial advisors is the fact it comes in a competition free environment without in-house wealth management and provides consolidated reporting, enabling them to view all their client accounts online once client permission has been provided.
