MERIT News丨Official APP Major Upgrade!

"Step away from procedural back-and-forth — focus on what truly matters: your investment decisions. The new APP condenses our entire asset-management capability into the palm of your hand."

To further elevate the investor service experience and make portfolio management more convenient, the brand-new investor APP from Merit Asset Management is officially live. This major upgrade delivers full coverage across iOS and Android devices.

Say goodbye to paper forms and email ping-pong. With a single phone, every asset-management task is at your fingertips.

01

End-to-End Digital Service · Faster E-Signing

The new APP supports online form submission, liveness verification, and document upload. Business files are auto-generated, with all confirmations completed through DocuSign electronic signatures.

Streamlined, secure, and fully compliant — significantly shortening processing cycles and making mobile service smarter and lighter.

02

Unified Post-Investment Hub · Key Notifications in One Place

Investors can receive timely, important updates on their personal accounts and invested projects through the new APP:

  • Account activity:​ Deposits, withdrawals, trade executions, and account-change alerts;

  • Invested project updates:​ Post-investment developments and material-event notices;

  • Investment settlement:​ Subscription confirmations, capital settlement, and share-certification notices;

  • Event invitations:​ Post-investment seminars, investor meetings, and offline event alerts.

Notifications are aggregated in one place and pushed in real time, helping investors efficiently stay on top of the latest account and project developments.

03

Panoramic Asset Home · Portfolio Status at a Glance

A fully redesigned home page — minimalist, clean, with intuitive data visualization.

For data-privacy reasons, all images in this article are screenshots from test accounts. All data shown is simulated test data.

Figure 1: APP Home Page

Real-time display on the home page:

  • Total account assets, cash balance, and total position market value;

  • Cash breakdown across multiple currencies (USD, HKD, and more);

  • One-tap amount hiding for privacy protection;

  • Interval-based account return trends for direct visibility into asset fluctuations.

No need to log into a backend. No more waiting for reports. Open the APP and instantly understand your full asset picture.

04

Granular Position Analytics · Visualized Return Structure

The new position page has been comprehensively upgraded — from holdings, cost, P&L, and return rates to asset allocation — a one-stop view of overall account performance.

Figure 2: Position Page 1

Figure 3: Position Page 2

Figure 4: Position Page 3

Supported views:

  • Position quantity, cost of acquisition, latest market value, P&L amount, and return rate for individual holdings;

  • Real-time updates on U.S. stocks, Hong Kong stocks, and other multi-market holdings;

  • ARR-tiered asset allocation structure display, clearly distinguishing low-, medium-, and high-volatility asset shares;

  • Overall account return curve for tracking long-term investment performance.

Whether it's the performance of a single position or the structure of your overall portfolio, you can grasp it accurately, anytime, anywhere.

05

Real-Time Watchlist · Full Transaction Traceability

The market-data module has been comprehensively upgraded, supporting full-market symbol search, favorites/watchlist, and real-time price-trend viewing.

The history module retains a complete record of all deposits, withdrawals, and buy/sell transactions. Every operation and approval status can be verified at any time — fund movements are transparent and clear.

Figure 5: Market Data Page

Figure 6: History Module

06

Self-Service Statements · One-Tap Online Deposits & Withdrawals

High-frequency, must-have functions are now fully available on mobile!

Figure 7: Statement Request Interface

✅ Self-Service Monthly & Daily Statement Export

All account statements from August 2026 onward can be generated, previewed, and saved as PDF directly within the APP — no manual coordination required.

✅ Online Deposit & Withdrawal Requests

Submit inbound and outbound requests independently, upload supporting documents online — lightweight process with trackable progress.

Figure 8: Fund Transfer-In Interface

✅ Smart To-Do Reminders

KYC updates, document supplementation, and pending service tasks are pushed in one unified stream — never miss any important account notification.

07

Multi-Method Login · Bilingual Switching · Multi-Device Adaptation

  • Supports login via password or email verification code, with self-service password recovery;

  • Free account switching under a single email address for easier multi-account management;

  • One-tap switching between Chinese and English interfaces;

  • Full compatibility with iOS, Android, and HarmonyOS systems, with more stable operation.

Figure 9: "My" Settings Interface

📱 Official APP Download

📌 Download Notice

  • Please copy the link into your browser to open it. Do not jump directly from within WeChat.

  • iOS users need to log in with a non-mainland-China Apple ID before downloading.

  • iOS users can also search "迈睿资管" or "Merit Asset Management" directly in an overseas App Store to access the app.

  • Android installation package requires Android 8.0 or above; compatible with HarmonyOS devices that can run Android applications, not supporting the pure-blood HarmonyOS NEXT version.

💡 Friendly Reminder

This service is provided exclusively to qualified professional investors outside mainland China. Please ensure your use strictly complies with local laws and regulations.

If you have not yet updated to the latest version, we recommend upgrading immediately to experience the complete mobile asset-management service.

Following this system upgrade, the new APP cannot continue using the previous login password. First-time login requires resetting the password via a verification code sent to your registered email. If your email is no longer active, please contact the Merit Assistant for assistance.

Should you encounter any issues during download, login, or use, please feel free to contact the Merit Assistant — we will provide you with one-on-one support.