Understanding that a financial advisor faces a number of challenges in their effort to find the perfect investment opportunities for their clients BofI Advisor has created a solution that alleviates much of that stress and delivers the strong financial results that these clients expect. This solution comes in the form of a concierge program complete with high-yield banking products and services.
As a division of BofI Federal Bank, BofI Advisor is well aware of the difficulties that financial advisors encounter in their search for investment opportunities. This is why BofI Advisor created their concierge program, delivering to financial advisors a number of core banking products and services in one place that they can then offer their clients.
These core banking products 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.
In addition to providing high-yield banking products BofI Advisor also delivers superior customer service to the clients of a financial advisor, ensuring they have access to a highly trained, dedicated team of BofI Advisor account specialists capable of assisting them with all their needs.
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)