Businesses that want to help their clients with great banking services and a highly qualified team of account specialists can offer them an account with BofI Advisor. BofI Advisor will work with your clients directly to find the perfect banking solutions that work for them, and offer information sharing between you and your client on their accounts if they opt for it.
There are benefits for both you and your client for accounts opened by your client with BofI Advisor. The clients can enjoy both a rewards checking
and savings account in which an APY (Annual Percentage Yield) is generated from both of their accounts. The percentage earned is based on a tier system for the account balance maintained. BofI Advisor will communicate directly with you clients for all banking regulation compliance including: statements, account information, and notifications. If your client allows BofI Advisor to share information with you, you will be able to view all of your client’s accounts and have the opportunity to offer them advice.
BofI provides reporting and remits the residual payments
you would pay for the accounts your clients have and fund. You will also be provided simple balance reporters through your broker, as well as periodic information about the program through BofI Advisor’s website. BofI provides you with as much information possible to track, and help manage the account activity for your clients.
For premium banking products and services for your clients direct them to BofI Advisor. They will receive great communication from BofI Advisor’s account specialist, and you will receive the most information from available on your client’s accounts.
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