Merit Financial Advisors 4+
Merit Connect
Designed for iPad
-
- Free
Screenshots
Description
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 and Reviews
App Privacy
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
Information
- Seller
- MERIT FINANCIAL GROUP GA LLC
- Size
- 1.2 MB
- Category
- Finance
- Compatibility
-
- 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
- Price
- Free