Learn more about Mayflower Advisors’ integrated online account linking functionality. This user-friendly, customizable and cybersecure tool allows offers Mayflower clients one central repository to collect financial data from all of your accounts – including external ones, like banking, credit card, 401(k) and other investments. This brief technology demo demonstrates how to access and get the most from your cybersecure resource.
This is Mayflower's first in a series of preview demonstrations. This short video offers an overview of our enhanced Portal/Vault functionality. Your Mayflower Portal offers a fully integrated, customizable, and cyber-secure dashboard to simplify and consolidate reporting and provide instant access to your customized financial plan. This integrated tool will serve as a central source for all of your budgeting and financial planning needs, while the Vault provides an online safety deposit box for secure and convenient access to all your sensitive documents.