# Merriman Client Portal

> Secure client portal for financial overview, reporting, and advisor communication. (iPhone/iPad app by Merriman Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/merriman-client-portal/id943243919 (this page in markdown: same URL + `.md`)
- Developer: [Merriman Wealth Management, LLC](https://appshunter.io/developer/1482431215)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 17+
- Requires: iOS 10.0 · 65 MB
- Released: 2014-12-04
- Data updated: 2026-07-23
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/merriman-client-portal/id943243919/reviews.md

## What is Merriman Client Portal?

See your complete financial picture and interact with your financial advisor using the Merriman Client Portal app. The Merriman Client Portal app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.

TOP FEATURES
•	Interactive dashboard showing you your complete financial picture.
•	Dynamic reports with current investment information.
•	Document vault for securely viewing files from your financial advisor.
•	And more!

## Key features

- Interactive financial dashboard
- Dynamic investment reports
- Secure document vault
- Budgeting tools
- Advisor communication


## Frequently asked questions about Merriman Client Portal

### What can I do with Merriman Client Portal?

Merriman Client Portal provides an interactive financial dashboard, dynamic investment reports, a secure document vault for files from your advisor, and budgeting tools.

### Is Merriman Client Portal secure?

Yes, the app is designed to be a secure and easy-to-use mobile application for accessing your financial information and documents.

### What devices does Merriman Client Portal support?

Merriman Client Portal is available for iPhone and iPad devices.

### How often is Merriman Client Portal updated?

The app was last updated on July 18, 2023, with version 2.0.1114015.

### What is the age rating for Merriman Client Portal?

Merriman Client Portal has an age rating of 17+, indicating it is intended for mature users.

### Does Merriman Client Portal have ads?

No, Merriman Client Portal is ad-free, allowing for an uninterrupted user experience.

### What is the user feedback on Merriman Client Portal?

The app has received a perfect rating of 5.0 stars from one review, suggesting a highly positive user experience.

### Can I connect Merriman Client Portal to my bank accounts?

The provided description focuses on viewing financial pictures and interacting with an advisor, not direct bank account aggregation. It offers a document vault for advisor-provided files.

## Version history (last 5 releases)

### 2.0.1114015 — 2023-07-18

Updated features and removed bugs.

### 2.0.498819 — 2019-10-16

Bug fixes and performance improvements.
•Updated screenshots

### 2.0 — 2018-02-27

See your complete financial picture and interact with your financial advisor using the Merriman Client Portal app

### 1.6 — 2017-05-19

To further protect your data, we have substantially improved security around the process for resetting passwords for access to the portal.  Now, when you reset your password, you will receive a secure link that expires 24 hours after the link is generated.

### 1.5 — 2016-04-10

Now you can manage your password from within the app.

## Apps similar to Merriman Client Portal

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Breed's Hill Capital Portal](https://appshunter.io/ios/app/breeds-hill-capital-portal/id1230680320) | — | Free | Finance |
| [RoseRock Wealth Management](https://appshunter.io/ios/app/roserock-wealth-management/id1438658449) | 5.0 (1) | Free | Finance |
| [Reed Financial Services](https://appshunter.io/ios/app/reed-financial-services/id1114172842) | — | Free | Finance |
| [FORVIS Private Client (BKDWA)](https://appshunter.io/ios/app/forvis-private-client-bkdwa/id1441446675) | 4.5 (2) | Free | Finance |
| [Shuster Advisor](https://appshunter.io/ios/app/shuster-advisor/id1671845731) | — | Free | Finance |
| [Bridgewater Advisors Inc.](https://appshunter.io/ios/app/bridgewater-advisors-inc/id1396208321) | — | Free | Finance |

---

*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 2026-07-23.*