# Merlin Portal

> Mobile app for Merlin Asset Management clients to view account details and performance. (iPhone/iPad app by Merlin Capital LLC.)

- Source: https://appshunter.io/ios/app/merlin-portal/id1261488101 (this page in markdown: same URL + `.md`)
- Developer: [Merlin Capital LLC](https://appshunter.io/developer/1261488100)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 62 MB
- Languages: American English
- Released: 2017-07-26
- Data updated: 2026-07-24
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/merlin-portal/id1261488101/reviews.md

## What is Merlin Portal?

The Merlin Portal mobile app allows Merlin Asset Management clients to view account information, balances, and performance.

## Key features

- View account information
- Check balances
- Monitor performance
- Secure access


## Frequently asked questions about Merlin Portal

### What can I do with Merlin Portal?

Merlin Portal allows you to view your account information, check balances, and monitor the performance of your investments. It provides a convenient way to stay updated on your financial details.

### Is Merlin Portal secure?

Yes, Merlin Portal is designed with security in mind to protect your financial information. Specific security measures are implemented to ensure the safety of your account data.

### What devices support Merlin Portal?

Merlin Portal is available for iPhone, iPad, and iPod devices. This ensures you can access your accounts across various Apple mobile devices.

### How often is Merlin Portal updated?

The app was last updated on February 6, 2026, with version 5.22.1. This indicates a commitment to ongoing maintenance and potential feature enhancements.

### What is the age rating for Merlin Portal?

Merlin Portal has an age rating of 4+. This means it is suitable for a wide range of users, including younger individuals who may be learning about finance.

### Does Merlin Portal have ads?

No, Merlin Portal does not contain advertisements. As a free application, it focuses on providing a clean and uninterrupted user experience for its clients.

### Can I make transactions through Merlin Portal?

The current description focuses on viewing account information, balances, and performance. It does not specify capabilities for making transactions directly through the app.

### What is the user sentiment for Merlin Portal?

Merlin Portal has received a perfect 5.0-star rating from one review. This suggests a highly positive initial user experience, though more reviews would provide a broader sentiment.

## Version history (last 5 releases)

### 5.23.0 — 2026-07-18

- 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

### 5.22.1 — 2026-02-06

- 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

### 5.17.0 — 2025-01-27

- 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 — 2024-09-05

- 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

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## Related topics

[free merlin app](https://appshunter.io/ios/topics/free-merlin-app)

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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 2026-07-24.*