MyRepChat vs Merit Financial Advisors

MyRepChat enables financial professionals to text with clients and colleagues while meeting the strict compliance requirements of the financial industry. All conversations are securely captured, retained, and available for reporting or integration with leading third-party archiving providers — giving your firm the oversight it needs without changing how you communicate. Best of all, your clients don’t need to download anything new. They simply text you the way they always have, using the native messaging app on their phone. Compliant messaging, without the friction.

Get connected with us on the Merit Connect App, designed exclusively for Merit Financial Advisors clients. With the Merit Connect App you have a fully connected experience with your financial advisor, your accounts, documents, and timely market insights, all at your fingertips, anytime, anywhere. That includes: Your Investments: View all your accounts, positions, and transactions in one place Your Entire Portfolio: See your entire financial picture by linking all portfolios and accounts, even from other financial institutions. Document Storage: Safely and securely store and share your personal documents in one convenient digital vault Connect with your advisor and the team: Reach out to and/or schedule a meeting with your financial advisor directly through our enhanced scheduling integration system Market Commentary: View our most recent market commentaries and insights all in one place, so that you can make informed decisions Stay up to date: Access our social media channels for the latest news and updates, and our extensive library of videos on our YouTube channel Stay connected with us anytime, anywhere, on the Merit Connect App.