Online financial planning tool user guides

Explore our user guides designed to help you get the most out of creating your financial plan in Meridian online banking.

Explore the user guides

Learn how to launch the financial planning tool for the first time.

Learn how to enter all your information in the financial planning tool so you set yourself up for success.

Learn how to set up your goals in the financial planning tool, which will help you get personalized strategies and track your progress.

Learn how to customize the plan by entering your estimated retirement expenses, plan preferences, and investment profile.

Learn how to review and select suggested strategies and generate a to-do list based on the strategies you’ve applied.

Learn how to use the tool’s dashboard features as well as how to download your plan or display it as a presentation.