# Mellig Group - Wealth Advisors

> Consolidate and manage all personal investment and financial accounts securely. (iPhone/iPad app by Mellig Group, LLC..)

- Source: https://appshunter.io/ios/app/mellig-group-wealth-advisors/id1552907248 (this page in markdown: same URL + `.md`)
- Developer: [Mellig Group, LLC.](https://appshunter.io/developer/1552907250)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: English
- Released: 2021-02-09
- Data updated: 2026-06-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/mellig-group-wealth-advisors/id1552907248/reviews.md

## What is Mellig Group?

Consolidate all your investments in one place, one login for all your accounts. Designed to make your personal finances easier, Mellig Group App gives you secure 24/7 access to all your brokerage accounts, checking accounts, credit cards and others, from your personal device. Integrate, consolidate and stay informed.

## Key features

- Consolidate all investments
- Single login for all accounts
- Secure 24/7 access
- Manage brokerage accounts
- Track checking accounts
- Monitor credit cards


## Frequently asked questions about Mellig Group

### Is Mellig Group secure for managing financial data?

Yes, the app is designed for secure 24/7 access to your financial accounts. It aims to make personal finances easier and more secure for users.

### What types of financial accounts can I link to Mellig Group?

You can consolidate all your investments, including brokerage accounts, checking accounts, credit cards, and other financial accounts within the app.

### How often is Mellig Group updated?

The latest version is 5.19.0, and the app was last updated on May 29, 2025, indicating regular maintenance and updates.

### On which devices can I use Mellig Group?

Mellig Group is available on iPhone, iPad, and iPod devices, allowing for convenient access across Apple's mobile ecosystem.

### What is the user rating for Mellig Group?

Mellig Group has an excellent rating of 5.0 stars based on 3 user ratings, suggesting high user satisfaction.

### Does Mellig Group have ads?

No, Mellig Group does not contain advertisements, providing an uninterrupted user experience.

### Is Mellig Group free to use?

Yes, Mellig Group is available for free, allowing users to manage their finances without any cost.

### What is the age rating for Mellig Group?

The app has an age rating of 4+, making it suitable for a wide range of users.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-29

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.1 — 2025-04-16

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-10

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-09

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-07

Bug fixes and performance enhancements.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-05.*