Merit Financial Advisors

iOS app by Merit Connect. Finance · Merit Connect

Store rating
3.67 / 5
Store rating count
3
Download price
Free to download
In-app purchases
Unknown
Version
1.0
Listing last refreshed
2026-09-09

View the original store listing

Store description excerpt

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.

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