Latest Version
Version
2.2.3
2.2.3
Update
December 25, 2024
December 25, 2024
Developer
Merit Financial Advisors
Merit Financial Advisors
Categories
Finance
Finance
Platforms
Android
Android
Visits
0
0
License
Free
Free
Package Name
com.wealthaccess.meritfa
com.wealthaccess.meritfa
Report
Report a Problem
Report a Problem
More About Merit Financial Advisors
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.
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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