Let us help you achieve your unique goals.

Let us help you achieve your unique goals.


Financial objectivity, experience and guidance to pursue financial well-being.

Go Digital with Account View and eDelivery

Secure financial account access anytime, anywhere, on any device.

Say goodbye to snail mail, clutter, and information that’s outdated the moment it’s printed. Say hello to secure, constant, anywhere online access to your financial information with Account View and eDelivery.

Providing you with Account View is one way Meridian is committed to helping you pursue your financial goals. Accessed from your computer, tablet or smartphone, Account View provides you secure, convenient, 24-hour online access to your investment account information.

Do you want to reduce the amount of mail you receive? Account View offers you a simple way, with the option to participate in the eco-conscious effort of turning off your paper statements, prospectus and trade confirmations. In addition to the environmental benefits of going paperless, you can organize and simplify your life by eliminating clutter and unnecessary mail. Rest easy knowing that your information can be found securely in Account View.

  • Convenient. Easy and fast access to your statements, with the ability to save and print.
  • Green. Play your part in the effort to protect the environment.
  • Simple. All it takes is one click.
  • Organized. No longer a need to store and file your paper statements.
  • Safe. Advanced security protects you from the possibility of mail fraud and identity theft.

Are you ready to pursue your best life?