InsureGuard+ Savings for Advisors
Offer clients multimillion-dollar FDIC insurance1 through one banking relationship. Through InsureGuard+ Savings, you can support clients with competitive interest rates and guaranteed security of their cash assets.
Call 1-877-887-3030 to speak with our team about InsureGuard+ Savings today.
Key Features
Multimillion-dollar FDIC insurance
An Advisor Dashboard that displays all of your clients' cash assets through one institution
Ability to manage your clients funds more efficiently
One consolidated account statement for all deposit institutions
Competitive interest rates
Money Market Savings account
How InsureGuard+ Savings Works
The InsureGuard+ Savings program leverages partner banks to maximize your clients' FDIC coverage. By providing multimillion-dollar FDIC insurance through one bank, your clients can bank effortlessly without limitations.
Step 1
Open an Account
Work with our experienced Relationship Managers to open an InsureGuard+ Savings account. Call 1-877-887-3030 to get started.
Step 2
Manage Funds from One Account
Once your client's account is set, we will send funds to additional FDIC-member institutions. All of your client's funds can be managed through your Advisor Dashboard.
APY Interest Calculator2
Calculate how much interest you can earn on your money with our APY Interest Calculator.
Select Savings
Select Checking
Banking that works as smart as you do.
Never settle for meager interest yields. Axos Bank’s evolved banking model offers incredible returns at a low cost to you, our customer. Smarter savings means more money to reach your goals faster.
Get Started Today
If you're ready to experience elevated banking, our team is happy to help.
Call 1-877-887-3030 to join the Private Client Banking program today.