A financial advisors duty is to maintain the fiscal integrity of their clients’ investment accounts. This is a lot of weight to bear on their own, which is why financial advisors around the country utilize the assistance of BofI Advisor’s concierge financial services. In order to better service their clients, financial advisors utilize BofI Advisor’s core banking products and services.
These products include:
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 Savings accounts: Highly competitive rate along with the opportunity to earn interest compounded daily on qualified balances
Select CD: High rates, high returns, and no risk
BofI Advisor, a division of BofI Federal Bank, owned by BofI Holding, Inc. (NASDAQ: BOFI), follows through on their promise to the customer by providing some of the best customer service in the industry. Clients have direct access to a team of financial industry account specialists that assist them with questions concerning their account.
In addition, BofI Advisor has created a number of benefits for the financial advisor. These services include, but are not limited to, the following:
A competitive free environment without in-house wealth management
Consolidated reporting so advisors can view customer accounts through information-sharing agreements
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