How to launch the planning tool

Start by navigating to www.MeridianCU.ca or the Meridian mobile app. Select "Sign in."

Enter your Meridian online banking login information and password. Select "Sign in."

On the account summary page, select the "Financial Plan" link to begin your journey.

Or, if you are using the Meridian mobile app, select the Settings icon in the top left corner and then click "Financial plan."

On the introduction screen, select the "Create your plan" button to get started.

Review and agree to the consent form by checking the box. Then select "Continue" to launch the tool.

You can choose to include all of your Meridian accounts or select specific ones to exclude from your plan. Select the ones you want and then click ‘Continue’.

Now you'll be able to create your financial plan for the first time. Your plan saves as you go, so you can come back at any time and pick up where you left off.

In the top right corner, you'll notice the tool's helpful feature, SAM, or, Strategic Advice Manager. It's the intelligent engine behind the financial planning tool that generates personalized strategies based on your goals, preferences, and financial information. SAM continuously analyzes your inputs to suggest actions — like saving more, adjusting investments, or managing debt — that can help you stay on track and make progress toward your financial goals.

You don’t need to be an expert — SAM guides you through the planning process and adapts as your life changes and you update your plan.

Select the SAM Guidance icon to bring up a list of topics SAM can help you with. Click on "Welcome to the dashboard" for more information about this feature.

Once you've read the tip about the dashboard, select "Show me more" to be directed to start your plan.