Merriman Client Portal

See your complete financial picture and interact with your financial advisor.

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!