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BofI Advisor Dedicated to Financial Advisors and their Clients
These high-performing products are FDIC insured up to $250,000 per depositor:
- 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 Certificate of Deposits: High rates, high returns, and no risk
Fully aware of the expectations placed upon financial advisors, BofI Advisor strives to provide the best possible customer service to their clients. Financial advisors must be able to rely on sound investment vehicles.
In addition to the reliable core banking products they provide, BofI Advisor provides these additional features that add value to both the financial advisor and their clients:
- 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 by visiting https://www.bofiadvisor.com/Advisors.aspx or calling 1 (866) 923-7114.
