BofI Advisor, through an agreement with broker/dealers, is offering qualified financial advisors the opportunity to present their clients with a host of core banking products that are coupled with strong customer service and superior earnings. As a division of BofI Federal Bank, BofI Advisor knows exactly what a financial advisor needs to satisfy their clients and delivers.
Through this concierge program designed by BofI Advisor financial advisors can introduce to their clients a number of banking products that include a Select Money Market Savings account that provides a highly competitive rate, plus liquidity, flexibility and accessibility along with limited check writing privileges; a Select Checking account with the opportunity earn interest and delivers high yields that beat the competition; a Select Savings account that comes with a highly competitive rate along with the opportunity to earn interest compounded daily on qualified balances; and a Select CD that offers high rates, high returns, and no market risk.
While BofI Advisor delivers generous returns for the clients of financial advisors they also deliver a number of benefits to the financial advisor, advantages that include a competitive free environment with no in-house wealth management or investment services as well as the ability to easily track and manage client activity through an information-sharing agreement they establish with their client.
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
BofI Advisor, is a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI)