OnYourWay
OnYourWay blends the latest technology with authentic personal interaction
OnYourWay is a complete, empowering banking experience that combines free access to new financial planning technology and insights with the support of professional advisors. Unlike other financial institutions, we offer these benefits to every Meridian Member – whether you’ve just opened your first chequing account or you’re updating your investment portfolio.
- Plan your future with our Online Financial Planning Tool and help from expert advisors.
- Get insights into your transactions with our updated mobile app.
- Learn from our helpful tools and resources.
Plan your way
It’s easier to realize your dreams and goals when you have a clear map to follow on your way: Where are you now? Where do you want to be in the future? How do your finances support you on that journey?
We offer different ways for you to build and manage a plan. You can create a plan online and get help when you need it or work with an advisor one-on-one.
Create a financial plan online
Use our online planning tool to create and track financial goals. Plus, you get helpful tips and you can update and revisit goals whenever you want.
Just log in and choose “Financial plan.” All your Meridian account info will sync automatically, simplifying set-up. Soon you’ll be tracking goals, getting recommended strategies, and seeing the impact of your plan in real time.
One-on-one advice
Meridian advisors are invested in your happiness, whatever that looks like. With expert guidance and a personalized approach, we’ll help you plan out every step of getting what you want – no minimum account balance, no commitments.
Meet in person or chat over the phone or online.
Smart transactions and AI-supported insights
Our mobile app includes more transaction info than ever before, including purchase details and merchant locations. Also, keep an eye out for our new dashboard that uses AI-supported insights to summarize your monthly finances, alert you to upcoming payments and bills, flag unusual transactions, display your credit score, and more.
Learn your way
Our articles and tools provide clear, practical information about every aspect of your financial life. All free – whether you’re already a Member or not.
Around here, banking is different.
Join over 380,000 Ontarians who trust Meridian to help them save, reward their spending, find the right lending options, and so much more.