You’re already a Meridianaire
You’re a Meridianaire from day one. Being a Meridianaire isn’t about how much money you have. It’s about making progress toward the goals that matter most to you. With OnYourWay, our innovative approach to financial planning through online tools and personalized advice, you can create a plan, track your progress, and keep moving toward what’s next.
Discover how other Meridianaires are making progress toward their goals and see how the tools, advice, and support available to Members can help you take your next step with confidence.
Hear from other Members about the steps they’ve taken to feel like Meridianaires with the support of our experts.
Explore a personalized blend of digital tools and human advice that helps you build a financial plan around your life. Get OnYourWay.
Every Meridianaire starts somewhere
Learn how we’re helping Members achieve their unique definition of success.
Meet Elizabeth “Lizzy McFly” M., a Meridian Member since 1985. After an MS diagnosis altered the future she'd imagined, a Meridian advisor helped her pursue her next chapter - taking to the sky. That’s what it means to be a Meridianaire.
“I was going home happier. My kids think I’m a rockstar”.
Rob C.
Member since 2020
"Meridian is so friendly and so supportive. They're not just a bank or a credit card, they’re more like a friend."
Sophia Y.
Member since 2024
“We really don't feel like we're a number. We feel like we're actual people and we're relating together”.
Joanne R.
Member since 2015
OnYourWay: Technology and personalized insights
Create a free plan online
Use our online planning tool to create and track your financial goals. You can revise and update your plan details and goals whenever you want.
Log in and choose “Financial plan.” All your Meridian account info will sync automatically. Soon you’ll be tracking goals, getting strategies, and seeing your plan’s impact in real time.
Smart insights in mobile banking
In the app, your dashboard gives an overview of your Meridian accounts, including expected monthly income and expenses, spending broken down by category, credit score, and more. From transaction details to custom insights about unusual activity, you have access to more information than ever before.
Free, personalized advice
Get easy-to-follow advice from our team of experts. We’ll help you define what success looks like for you, and how to get there. No minimum account balance and no commitment required – reach out online, by phone, or in person, and talk to us about anything.