Through an agreement with broker-dealers, BofI Advisor is now offering financial advisors the opportunity to present to their clients high-yield banking products and unparalleled services to better meet their demands. With these banking products and services financial advisors will not only provide their clients with excellent options that produce favorable returns but make their job easier as well.
BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), understands exactly what a financial advisor needs for their clients and the concierge program that has been designed exceeds those expectations.
Financial advisors can present their clients with a host of high-yield 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
In addition to addressing the needs of a financial advisor’s clients BofI Advisor also provides the financial advisor a favorable platform from which they can operate. BofI Advisor offers these financial advisors a competition free environment without in-house wealth management as well as the ability to access consolidated reporting to view all their client accounts online once permission has been provided by clients.
To learn more about how you can provide the high-yield banking products and services to your clients please visit: https://www.bofiadvisor.com/Advisors.aspx
