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About Mellig Group - Wealth Advisors

Consolidate all your investments in one place, one login for all your accounts. Designed to make your personal finances easier, Mellig Group App gives you secure 24/7 access to all your brokerage accounts, checking accounts, credit cards and others, from your personal device. Integrate, consolidate and stay informed.

What’s new

Version 5.19.0 · Updated May 29, 2025

- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes

App privacy

The developer, Mellig Group, LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Identifiers: Device ID
  • Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

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Looking for apps like Mellig Group - Wealth Advisors? Here are 6 similar apps on the App Store. The highest rated is Heartwood Wealth Advisors (5.0/5), and all 6 are free to download.

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