News / Finance
Benefits to BofI Advisor’s Concierge Financial Services Detailed for Financial Advisors
- 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
A Select Money Market Savings account provides a highly competitive rate, plus liquidity, flexibility and accessibility. The Select Checking account allows the opportunity earn interest and high-yields that beat the competition. A Select Savings account comes with a highly competitive rate along with the opportunity to earn interest compounded daily on qualified balances. Finally, a Select CD offers high rates, high returns and virtually no market risk.
In addition to these high-yield banking products, BofI Advisor provides first class customer service and features that enable financial advisors to make the most of their clients’ budgets. These features are as follows:
- Competition free environment without in-house wealth management
- Strong product offerings with high interest rates and low or no fees
- Consolidated reporting to view all their client accounts online
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
