News / Finance
Concierge Financial Services from BofI Advisor Designed for Financial Advisors and their Clients
BofI Advisor provides a range of banking products that exceed expectations with high yield, low-risk, returns. These high-performing products are FDIC insured up to $250,000.
Leveraging these products, financial advisors are backed with the strength and support of BofI Advisor’s customer service. Each financial advisor has direct access to a team of BofI Advisor financial industry specialists that are capable of answering questions related to each account.
- Select Money Market accounts: Provide a highly competitive rate, plus liquidity, flexibility and accessibility along with limited check writing privileges
- Select Checking accounts: Opportunity to earn interest along with high yields that beat the competition
- Select Savings accounts: Highly competitive rate along with the opportunity to earn interest compounded daily on qualified balances
- Select CD: High rates, high returns, and no risk
Leveraging these products, financial advisors are backed with the strength and support of BofI Advisor’s customer service. Each financial advisor has direct access to a team of BofI Advisor financial industry specialists that are capable of answering questions related to each account.
Financial advisors are also offered the comfort and convenience of working in a competitive free environment without in-house wealth management. They also receive consolidated reporting to view customer accounts through information-sharing agreements.
Financial advisors interested in offering their clients the high-yield banking products and services provided by BofI Advisor can learn more about the financial advisor program at: https://www.bofiadvisor.com/Advisors.aspx
