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Meristead Wealth

Meristead Wealth, LLC

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Get it free on the App StoreOpens Apple's App Store

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About this app

The Meristead Wealth app gives our clients access to their accounts, portfolio information, and resources from our team. Through the app, you can monitor account performance, review your portfolio(s), run reports and access documents to gain insight into your current financial picture.

What's new

Version 5.23.3 · Oct 29, 2026

- 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

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