RBA Wealth Management, LLC 與 Mayflower Advisors 使用情況與統計

Mayflower Advisors’ clients can stay connected 24/7 with our Mayflower App mobile interface, which provides secure and customizable access for all your account data—including managed portfolio activity and balances, linked outside accounts, interactive and historic performance reporting, personal vault storage archive and a direct connection to your wealth manager and support team—all from the convenience of your handheld device. Mayflower Advisors safeguards client security and privacy via the Mayflower App’s 128-bit encryption: the same level of protection provided with desktop transactions. Mayflower Advisors does not store clients’ personal account information, nor is your full account number displayed on your mobile device. As a result, account data will remain protected even if a client’s mobile device is lost or stolen. Requirement: Only existing Mayflower Advisors’ clients are authorized to use the Mayflower App. Existing clients can contact their individual wealth manager to request access and support. Mayflower Advisors does not charge clients a fee to access the Mayflower App, but third-party message/data rates may apply. About Mayflower Advisors: Built on a proud tradition of independence and innovation, Mayflower Advisors is an independent registered investment advisor that offers private wealth management, retirement plan consulting and foundation/endowment advisory services. The Boston-based practice has partnered with three generations of clients to help meet long-term financial goals via flexible, scalable infrastructure and custom planning solutions. Mayflower Advisors embraces a client-centric, entrepreneurial culture that promotes stability, accountability and teamwork. To learn more about our full suite of financial life management solutions, visit https://www.MayflowerAdvisors.com. Mayflower Financial Advisors, LLC (dba Mayflower Advisors, “Mayflower”) is an SEC registered investment adviser with its principal place of business in Boston, Massachusetts. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by investment advisor representatives through Mayflower. Private Client Services and Mayflower are unaffiliated entities. For more information about Mayflower visit their website (https://www.MayflowerAdvisors.com) or the SEC’s website (www.adviserinfo.sec.gov).