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Banking for the 1031 Exchange Accommodator Industry

At , it is our goal to position ourselves as an ally of and trusted advisor to the 1031 Exchange Accommodator industry and to enhance and streamline your banking experience for this vital component of your business operation. We know that not only does the 1031 Exchange Accommodator industry require customized banking services as a unique group, but each individual firm operates differently from the next, thus requiring a truly tailored banking platform that complies with all of the unique laws within IRC-1031.

Benefits of Working with BofI Federal Bank

The Specialty Deposit Division of BofI Federal Bank is a dedicated team of individuals with more than 30 years of experience in banking with 1031 Exchange Qualified Intermediary (QI) firms. Our knowledge and understanding of the unique needs of your firm's day-to-day operations will allow for a seamless, five-star banking experience free of stress and hassle while providing the lowest cost and greatest returns in banking.

Some of the many benefits of entrusting the banking needs of your 1031 Exchange Accommodator firm to BofI Federal Bank include:

  • Competitive return rates (guaranteed rate lock for the life of the exchange)
  • User-friendly online platform for streamlined processing
  • Dedicated live processing and inside relationship management team at your disposal, 24/7
  • Qualified Escrow and Trust Agreements at no cost to you
  • Industry leading security platform (dual signature controls, wire call-back feature, IP address monitoring and Verisign fraud prevention)
  • Administrative support (1099 reporting,online viewing only access to taxpayer, customized interest split reporting, marketing fee option)
  • A new reverse 1031 lending product
  • We strive to support your industry for the long term; we haven’t changed our QI rate in almost two years and have kept our fees low so that you can optimize your returns.

Learn More about Our 1031 Exchange Accommodator Banking Services

At BofI Federal Bank, our team certainly appreciates being a part of the unique 1031 Exchange Accommodator industry, and we look forward to serving you and helping your firm thrive. Please contact us today to learn more about how we can tailor a to the specific needs of your firm and your industry.

Robert G. Hasler

Senior Vice President, Director of Business Development
Specialty Deposits Division

4350 La Jolla Village Drive, STE 140 | San Diego, CA 92122

Direct: 858-880-5900 | Fax: 858-350-0443

Proud member of:

BofI Federal Bank is a proud member of the Federation of Exchange Accommodators - The voice of the 1031 Industry  

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