Mayflower Advisors1.98.1 - App Store

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).

Version History • To-Do items are now named Tasks
• Performance Improvements
• Bug Fixes 1.98.1 Sep 15 • Performance Improvements
• Bug Fixes 1.97 Aug 1 • Login Security Enhancements
• Performance Improvements
• Bug Fixes 1.96 Jun 13 • User login enhancements
• Performance Enhancements
• Bug Fixes 1.95 May 4 • User login enhancements
• Performance Enhancements
• Bug Fixes 1.94 Mar 7 • Updated vault experience
• Performance Enhancements
• Bug Fixes 1.93 Jan 17 • Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes 1.92.1 12/22/2025 • Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes 1.92 12/13/2025 * Optimized login screen messaging
* Updated vault experience
* Performance enhancements
* Bug fixes 1.91 11/08/2025 * Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes 1.90.1 09/13/2025 * Updated Planning Navigation
* Added Authenticator App option for MFA
* Performance Improvements
* Bug Fixes 1.89 07/26/2025 * Supportability and sustainability improvements
* Bug Fixes 1.88 06/07/2025 * Updated logout process to maintain biometrics and push notification; introduced a new user setting to support these changes: Push Notifications
* Supportability and sustainability improvements 1.87 04/29/2025 * New home landing page for the Mobile Advisor experience
* New customizable client user home landing page
* Supportability and sustainability improvements 1.86 03/08/2025 * Core Improvements and Feature Polishing
* Optimized Functionality and Reliability
* Stability and Performance Improvements 1.85 01/18/2025 * Enhanced the Vault Statement user experience to provide easier paths.
* Custodial statements are now consolidated for easy viewing in the new Vault Statements section.
* Supportability and Sustainability enhancements. 1.84 12/21/2024 * New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes 1.83 10/12/2024 * Optimized the Planning Space for better performance and faster speeds.
* Refined the login screen to create a smoother user experience.
* Added support for Principal and Income in the Transaction Card feature. 1.82 09/10/2024 * Todo functionality will now be a part of the Mobile Advisor experience
* Updated privacy policy visibility
* Enhanced performance and stability 1.80 06/08/2024 * Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability 1.78 04/22/2024 * Updating advisor login interface featuring an improved navigation menu
* Improving advisor communication through the introduction of Timeline and Vault functionalities
* Enhancing advisor navigation for seamless transitions between various clients 1.77 03/08/2024 * Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes 1.76 01/20/2024 * Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard 1.75 12/09/2023 * RightCapital financial planning integration available for the mobile app.
* Innotrust statement integration now supported within the client’s vault.
* Improved performance and stability within the Dashboard section of the app. 1.74 10/28/2023 * Added the ability to easily clear all of your notifications
* Reworked the Account Details page to highlight important information about the account
* Improved performance within the Dashboard and Balance Sheet sections of the app
* Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins 1.73 09/19/2023