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Screenshots

  • Meridian FP screenshot 1
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About Meridian FP

Meridian FP mobile gives our clients instant access to their financial picture, portfolio information, statements, and more. Plus, easily contact your advisor!

What’s new

Version 5.23.0 · Updated July 17, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

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