Welcome to Merit Connect!

Your New Client Portal

We are simplifying your financial life by making it more convenient to access all your financial information in one place. Watch the video below to learn more!

Introducing Merit Connect

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How Do I Access Merit Connect?

Our objective is to provide a seamless digital experience that empowers you to effortlessly access all your financial information through our web-based platform and user-friendly app. Don't have an account? Contact your financial advisor today for enrollment. Don’t forget to download our Merit Connect app in the Apple App Store or Google Play!

What Can I Do With Merit Connect?

With Merit Connect, it's possible to:

  • View your investment accounts.
  • Schedule a meeting with your advisor.
  • Contact your advisor or service team.
  • Connect all of your outside accounts.
  • Upload documents to a secure portal.
  • Track a full balance sheet.
  • Have reporting options for value over time.

Features coming soon:

  • The ability to fill out online forms.
  • Complete a risk questionnaire.
  • Receive notifications of upcoming meetings and events from your team.
  • Receive market insights specific to the strategies you are invested in.

What About Outside Investment Accounts?

Need to access an outside investment account? We've got you covered! Access through the quick links below.

Financial Planning


Direct Accounts

Direct Lending

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