Online-Only Banking for Nonprofits & Businesses

HOW TO OPEN A BUSINESS ACCOUNT

Visit https://www.bofiadvisor.com/products/business-banking#Open an Account

1. Complete, print and hand-sign the Business Banking Advisor Customer Application and Signature Card.
• Write our advisor code on your application: 320978

2. Gather corresponding business entity documents listed in the document checklist.

3. Fax, email OR mail your application and documents to:

B of I Federal Bank
4350 La Jolla Village Drive, Suite 140
San Diego, CA 92122

Advisor Sales Line: (877) 887-3030
Fax: (858) 649-2325
Email: sales@bofiadvisor.com

 

Bank products and services are offered by BofI Federal Bank, an FDIC insured financial institution. BofI Federal Bank accounts and other related divisions of BofI Federal Bank are not separately insured by the FDIC. All deposit accounts held at BofI Federal Bank are combined and insured under the same FDIC Certificate 35546Deposit Account Agreement And Disclosures.

Click here to calculate your FDIC insurance coverage. For more information about FDIC insurance visit www.fdic.gov.


Commercial Mortgage Services

The BofI Federal Bank Mortgage Advisor Program and your financial advisor Michael Grodsky offer strategic mortgage planning and equity management along with a Concierge-level service that is guaranteed to make the mortgage process an easy and hassle-free experience. Click here to check current rates. Call (866) 923-3625 to get started . You’ll need our Advisor Code: 320978.