Recognizing that financial advisors are always looking for quality banking products and services to offer their clients BofI Advisor, a division of BofI Federal Bank, has been created as a concierge program designed to provide competitive core banking products, strong customer service and superior earnings, satisfying the demands of clients while providing numerous benefits to financial advisors.
For the client BofI Advisor offers banking products that include Select Money Market providing a highly competitive rate, plus liquidity, flexibility and accessibility with limited check writing privileges; Select Checking, providing An Interest Earning Checking Account with high yields that beat the competition; Select Savings, providing a safe and secure Savings Account with a highly competitive rate; and Select CD, providing high rates, high returns, and no market risk.
Financial advisors see a number of benefits from BofI Advisor’s concierge program as well as they are afforded a competitive free environment with no in-house wealth management or investment services; advisors earn residual compensation on account balances and product offerings; they can view customer accounts through information-sharing agreements; and much more.
As a division of BofI Federal Bank, BofI Advisor is built on a strong reputation and a history of delivering strong results for their clients. Financial advisors interested in offering their clients the high-yield banking products provided by BofI Advisor can learn more about the financial advisor program at: https://www.bofiadvisor.com/Advisors.aspx