Meridian Meridian
Product How it works Security Pricing

Investment management

Your money.
Working for you.

Meridian helps you grow and protect wealth with brokerage, retirement, and managed accounts — all in one place, with clear fees and human help when you need it.

No minimum. Open an account in minutes.

Trusted by 40,000+ investors
Brokerage IRA 401(k) 529

$4.2B

client assets under management

42,000

investors building with Meridian

$0

minimum to open, $0 stock/ETF trades

Accounts for every goal

Invest, save, and retire in one place

Meridian brings brokerage, retirement, education, and cash together — so you always know where you stand.

Accounts

Brokerage, IRA, 401(k), 529 — every balance live in one portfolio view.

Beneficiaries

Assign and update beneficiaries on every account in minutes.

Transactions

Deposits, withdrawals, dividends, and interest — tracked clearly.

Statements

Monthly statements and tax docs stored beside the accounts they belong to.

How it works

Start investing in minutes

01

Open your account

Choose brokerage, IRA, or managed. No minimum to start.

02

Fund it

Link your bank and move money in. Set up auto-deposits if you like.

03

Grow with guidance

Pick investments yourself or let Meridian manage it. Track everything in one dashboard.

Security

Built to protect your money

Brokerage accounts protected with SIPC coverage, bank sweep, encryption, and 24/7 fraud monitoring.

SIPC protection

Securities up to $500,000, including $250,000 for cash claims.

Encryption + 2FA

AES-256 at rest, TLS 1.3 in transit, authenticator app support.

Fraud monitoring

Real-time alerts on logins, transfers, and withdrawals.

Clear statements

Every trade and dividend timestamped. Export anytime.

“Meridian made retirement feel simple. I moved my 401(k), opened IRAs for us, and can see everything in one place.”

Long-time Meridian investor

Accounts

Simple pricing, $0 minimums

$0 stock/ETF trades. No account fees. Cancel anytime.

Brokerage

$0

For everyday investing.

  • $0 stock/ETF trades
  • Unlimited accounts
  • Statements + tax docs
  • Email support

Retirement

$0

IRA, Roth, 401(k) rollovers.

  • Traditional + Roth IRA
  • 401(k) rollovers
  • Auto rebalancing
  • Priority support

Managed

0.30%/yr

We manage it for you.

  • Dedicated advisor
  • Custom portfolio
  • Tax-loss harvesting
  • Annual planning

Questions

Frequently asked

$0. No minimum to open Brokerage or IRA. Fund with as little as $1.

$0 stock/ETF trades, $0 account fees. Managed is 0.30%/yr. Fund expense ratios still apply.

Yes. SIPC covers securities up to $500,000, plus encryption, 2FA, and fraud monitoring.

Move money to your bank anytime, or transfer accounts in with ACATS. No closure fees.

Start investing today.

Open an account in minutes and fund with $1.

Meridian Meridian
Back to home

Welcome back

Log in to access your portfolio.

Your accounts are protected with encryption and two-factor authentication.

Don't have an account? Sign up.

Trustee dashboard

Assets under management

Total across 0 trusts

$0.00

Beneficiaries

0

Pending distributions

0

Open items

0

Next distribution

Trust health

YTD performance—
Open items0
Reconciliation—

Quick actions

Recent activity

DateDescriptionTrustAmount

Entities you administer

Trusts

TrustTypeAccountsBalance

Named parties

Beneficiaries

NameTrustShareStatusNext distribution

Scheduled and completed

Distributions

DateBeneficiaryTrustStatusAmount

Filed alongside each entity

Documents

Audit trail

Activity log

WhenActionActorEntity

Your account

Settings

Profile

How you appear to others on Meridian.

?

JPG or PNG. Max 2 MB.

Email notifications

Choose what lands in your inbox.

Distribution scheduled

When a new distribution is added to your calendar.

Distribution completed

When a distribution is approved and recorded.

Document uploaded

When a new file is filed against one of your trusts.

Weekly summary

A Monday digest of activity across all trusts.

Password

Use a long, unique password you don't use elsewhere.

Firm details

Information about your organization.

Plan

Your current subscription and usage.

Current planFiduciary
Trusts0 of 25
Next invoiceOct 1, 2026 · $249.00

Admin panel

You are signed in as admin. Manage every user account, fund balances, and control access. Changes appear on each user's dashboard instantly.

Admin
Total accounts
0
Active users
0
Total AUM
$0
Trusts on ledger
0

All accounts

Name Email Firm Balance Role Status Actions

New signups start with a $0 balance. Use the "Fund" action to set a balance — it appears on that user's dashboard the next time they log in.