BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), has carefully crafted their concierge program with financial advisors in mind, providing banking products and services that deliver high-yield returns as well as unparalleled customer service.
By delivering industry leading banking products to consumers and businesses through a niche market of Independent Financial Advisors BofI Advisor has built a strong reputation amongst financial advisors. This reputation has been built on BofI Advisor’s commitment to assisting financial advisors in their efforts in providing clients with quality banking products and services.
These banking 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.
In addition to serving the needs of a financial advisor’s clients BofI Advisor goes the extra mile to ensure that the needs of the financial advisor are met as well. This is evidenced by the fact BofI Advisor offers a competition free environment without in-house wealth management as well as the ability to access consolidated reporting to view all your client accounts online once permission has been provided by clients.
For financial advisors who want more information regarding BofI Advisor’s concierge program visit: https://www.bofiadvisor.com/Advisors.aspx
