News / Finance
BofI Advisor helps Financial Advisors Get Better Returns on Investments
- 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 Certificate of Deposits: 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 are offered the comfort and convenience of working in a competitive free environment without in-house wealth management. They receive consolidated reporting to view customer accounts through information-sharing agreements. Plus, financial advisors are backed with the strength and support of BofI Advisor’s personalized customer service. Each financial advisor has direct access to a team of BofI Advisor industry specialists phone or email.
Concierge Financial Services from BofI Advisor are a unique package of financial investment tools. The main focus is to help financial advisors steer their clients toward more reliable investments and, thus, more reliable returns.
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.
