# Meristead Wealth

> Client portal for accessing financial accounts, portfolios, and reports. (iPhone/iPad app by Meristead Wealth, LLC.)

- Source: https://appshunter.io/ios/app/meristead-wealth/id6450218663 (this page in markdown: same URL + `.md`)
- Developer: [Meristead Wealth, LLC](https://appshunter.io/developer/1692364409)
- Category: Finance, Business
- Price: Free
- Rating: 4.60/5 from 5 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2023-06-14
- Data updated: 2026-10-30
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/meristead-wealth/id6450218663/reviews.md

## What is Meristead Wealth?

The Meristead Wealth app gives our clients access to their accounts, portfolio information, and resources from our team. 
 
 Through the app, you can monitor account performance, review your portfolio(s), run reports and access documents to gain insight into your current financial picture.

## Key features

- Account access
- Portfolio monitoring
- Performance tracking
- Report generation
- Document access

## Is Meristead Wealth safe?

Not enough ratings yet to assess Meristead Wealth.

## Is Meristead Wealth legit?

Meristead Wealth appears legitimate, with a few gaps. The AppsHunter Legitimacy Score for Meristead Wealth is 78 out of 100 points across 7 verification signals from App Store and developer data.

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/meristead-wealth/id6450218663/reviews.md

### 3/5 — More improvement to be done

*2023-06-30*

Does not accept automatically the verification code. Unable to see details of expense types for any period other than YTD. Limited information all around. It just came out so it’s understandable, but improvement need to be done to keep up.

## Frequently asked questions about Meristead Wealth

### What is Meristead Wealth?

Meristead Wealth is a financial client portal app that allows users to access their accounts, monitor portfolio performance, and review important financial documents. It provides insights into your current financial picture.

### Is Meristead Wealth free to use?

Yes, Meristead Wealth is available for free. There are no costs associated with downloading or using the app.

### What devices does Meristead Wealth support?

Meristead Wealth is compatible with iPhone, iPad, and iPod devices. It is designed for the Apple ecosystem.

### How secure is Meristead Wealth?

While specific security measures are not detailed in the provided data, financial apps typically employ robust security protocols to protect client information. Users can expect standard industry security practices for account access.

### When was Meristead Wealth last updated?

The latest version of Meristead Wealth, 5.23.3, was last updated on October 29, 2026. This indicates a recent and actively maintained application.

### What is the age rating for Meristead Wealth?

Meristead Wealth has an age rating of 4+, making it suitable for a wide range of users. This rating suggests content is generally appropriate for most ages.

### How does Meristead Wealth compare to other finance apps?

Meristead Wealth is specifically designed as a client portal for Meristead Wealth clients, offering direct access to their accounts and portfolio information. Other finance apps may offer broader market data or personal budgeting tools.

### Does Meristead Wealth have ads?

No, Meristead Wealth does not contain advertisements. As the app is free and has no in-app purchases or ads, users can expect an uninterrupted experience.

## Version history (last 5 releases)

### 5.23.3 — 2026-10-29

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- 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 — 2024-04-11

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

### 5.5.2 — 2023-09-07

Bug fixes and performance updates

### 5.4.4 — 2023-07-11

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 2026-10-30.*