While financial advisors can face incredible pressure due to the demands of their clients BofI Advisor has designed their concierge program complete with high-yield banking products and special attention to customer service to alleviate that strain.
As a division of BofI Federal Bank, BofI Advisor provides industry leading banking products to consumers and businesses through a niche market of Independent Financial Advisors. These financial advisors have the opportunity to deliver to their clients the products and services that serve top meet their ultimate goal, protect and grow their money.
The banking products offered by BofI Advisor 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 not only provides financial advisors with the banking products and services desired by their clients but also an environment in which they can benefit as well. The benefits afforded to financial advisors include 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 to learn more about how they can offer their clients the high-yield banking products and services offered through BofI Advisor go to: https://www.bofiadvisor.com/Advisors.aspx
BofI Advisor, is a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI)