Knowing that financial advisors are constantly on the hunt for quality products and services to present to their clients BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), has designed a concierge program that pairs the two and delivers impressive returns as well as dedicated customer service to each individual client.
Through an agreement with broker-dealers BofI Advisor has made this program available to qualified financial advisors, giving them the opportunity to present to their clients 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
BofI Advisor’s concierge program isn’t just about a financial advisor’s clients but about the financial advisor as well and it comes with a number of perks such as 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.
Every quarter BofI Advisor will provide the financial advisor’s broker-dealer with a detailed report and remits residual payments for the accounts the financial advisor’s clients have opened and funded
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
