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Introducing the latest version of the Meritas Wealth Management mobile app! Access your Meritas Wealth Management accounts, reports, performance, activity, and more all from your mobile device. Questions? Reach out to Lynn at lynn@meritaswealth.com.
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What's New in Meritas Wealth Management
5.22.1
February 6, 2026
- 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
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