News / Finance
Financial Advisors Seek Advisement of BofI Concierge Financial Services
The concierge financial services are a unique package of financial investment tools and core banking products. Their main focus is to help financial advisors steer their clients toward high yield, low-risk returns. The core banking products that financial advisors use include:
- 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
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
