Learn how to link your wealth accounts online
Step 1: Go to Link Wealth Accounts
Once you have signed in to online banking, click the Link Wealth Accounts link on the right side menu.
On the Link Your Wealth Accounts page, select your provider.
Step 2: Enter your information
In the ‘Client ID’ field, enter your Client ID found on your CAM, CSI, or QI statements.
Your last name, postal code, and date of birth will auto-populate based on the Client ID you have entered.
Click the ‘Continue’ button to link this account.
On the next screen, you’ll see a message indicating you have successfully linked your investment account.
Step 3: View your wealth account information
To view your wealth account information, navigate back to the Account Summary home page and click on the Wealth & Investments tab.
Select the wealth account you wish to view.
Tip: You can access your provider’s account login portal by using the ‘Select an Action’ drop down menu.
For the selected account, you will see a high-level summary of your account details, such as the total market value of your investments, account holdings, account history, and other details. You can give your account a nickname, and print or download your account information.
Step 4: Unlink your wealth account
To unlink a wealth account from Meridian Online Banking, navigate back to the Account Summary home page and click on the View Wealth Summary link on the right side menu.
On the Wealth Summary page you will see a list of all your linked wealth accounts.
Click the 'X' icon beside the account you wish to remove.
Click ‘Yes' to confirm that you wish to unlink this account.
You will see a message indicating you have successfully unlinked your investment account.Tip: You can re-link this account at any time by following steps 1 and 2 above.