Merit Financial Advisors

Finance

Free · Designed for iPad. Not verified for macOS.

Get connected with us on the Merit Connect App, designed exclusively for Merit Financial Advisors clients. With the Merit Connect App you have a fully connected experience with your financial advisor, your accounts, documents, and timely market insights, all at your fingertips, anytime, anywhere. That includes: Your Investments: View all your accounts, positions, and transactions in one place Your Entire Portfolio: See your entire financial picture by linking all portfolios and accounts, even from other financial institutions. Document Storage: Safely and securely store and share your personal documents in one convenient digital vault Connect with your advisor and the team: Reach out to and/or schedule a meeting with your financial advisor directly through our enhanced scheduling integration system Market Commentary: View our most recent market commentaries and insights all in one place, so that you can make informed decisions Stay up to date: Access our social media channels for the latest news and updates, and our extensive library of videos on our YouTube channel Stay connected with us anytime, anywhere, on the Merit Connect App.

Ratings & Reviews

  • 3.7
    out of 5
    3 Ratings

The developer, Merit Connect, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    Seller
    • MERIT FINANCIAL GROUP GA LLC
    Size
    • 1.2 MB
    Category
    • Finance
    Compatibility
    Requires iOS 14.0 or later.
    • iPhone
      Requires iOS 14.0 or later.
    • iPad
      Requires iPadOS 14.0 or later.
    • iPod touch
      Requires iOS 14.0 or later.
    • Mac
      Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    • English
    Age Rating
    4+
    Copyright
    • © 2022 Wealth Access, Inc
  • Developer Website
  • Privacy Policy

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