Every financial advisor wants to deliver to their clients the products and services that will provide generous returns on their money, exactly what can be provided by the concierge program designed by BofI Advisor. With competitive core banking products, strong customer service and superior earnings, BofI Advisor can deliver the high-yields that a financial advisor’s clients demand.
BofI Advisor, a division of BofI Federal Bank, has carefully created their comprehensive concierge program, putting together a menu of core banking products that include:
-Select Money Market accounts that provide a highly competitive rate, plus liquidity, flexibility and accessibility along with limited check writing privileges;
-Select Checking accounts that come with an opportunity to earn interest along with high yields that beat the competition;
-Select Savings accounts that comes with a highly competitive rate along with the opportunity to earn interest compounded daily on qualified balances
-Select CD, providing high rates, high returns, and no market risk
Coupled with these banking products, a financial advisor’s clients will have access to a highly trained, dedicated team of BofI Advisor account specialists. Most will also have the ability to access their accounts from the internet anytime day or night.
As for financial advisors, BofI Advisor provides a number of unique benefits including a competitive free environment with no in-house wealth management or investment services as well as the ability to easily track and manage client activity through an information-sharing agreement they establish with their client.
Through an agreement with broker-dealers BofI Advisor is extending these products and services to qualified financial advisors, to learn more about this program visit: https://www.bofiadvisor.com/Advisors.aspx
