Modern investment banking meets digital finance
Banking Built for the Next Generation of Wealth
Access banking, investment and digital-asset services through one secure financial platform designed to help you manage, grow and understand your financial life.
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Welcome back, Alex
$248,420.32
Total portfolio · +8.42% illustrative
$85,420.32
$50,160.00
$112,840.00
$25,000.00
Portfolio allocation
- Cash · 34%
- Investments · 20%
- Crypto · 36%
- Vault · 10%
Recent activity
- +$12,000.00
Deposit
Account funding
- -$8,500.00
Investment
Portfolio allocation
- +$4,120.00
Crypto
Digital-asset transfer
- -$1,250.00
Transfer
Internal transfer
One platform for banking, investing and digital assets.
- Banking
- Investments
- Digital Assets
- Wealth Management
- Institutional Services
The platform
Your Financial Life. One Intelligent Platform.
Move beyond fragmented financial tools. Manage your banking, investments and digital assets through a unified experience designed around clarity, control and security.
Bank
Manage your everyday cash and banking activity through one digital experience.
Invest
Explore investment solutions and manage your portfolio through a centralized platform.
Build
Organize eligible digital assets and long-term financial strategies in one place.
Investment banking
Investment Banking for a Changing Financial World
From capital strategy to investment solutions and digital assets, access financial services designed for individuals, businesses and institutions navigating a rapidly evolving economy.
Wealth Management
Build a strategy around your goals, risk profile and long-term financial objectives.
Investment Solutions
Access professionally structured investment opportunities and portfolio solutions where eligible.
Digital Assets
Manage supported digital assets within an integrated financial experience.
Institutional Services
Financial infrastructure and strategic solutions designed for businesses and institutions.
Treasury & Cash Management
Organize liquidity and cash positions through a centralized financial platform.
Investing involves risk, including possible loss of principal. Past performance does not indicate future results.
Banking
Banking Designed Around You
Manage your financial foundation with a modern digital banking experience designed for visibility, control and convenience.
- Digital Account Management
- Secure Transfers
- Account Funding
- Transaction History
- Statements
- Account Controls
- Notifications
- Security Controls
Welcome back, Alex
$248,420.32
Total portfolio · +8.42% illustrative
$85,420.32
$50,160.00
$112,840.00
$25,000.00
Portfolio allocation
- Cash · 34%
- Investments · 20%
- Crypto · 36%
- Vault · 10%
Crypto banking
Bring Digital Assets Into Your Financial Strategy
Access supported digital assets through a financial platform designed to bring greater visibility, organization and control to your digital-asset experience.
Crypto Account
Manage supported digital assets through your dedicated crypto account.
Crypto Deposits
Receive supported digital assets using platform-generated deposit instructions.
Crypto Transfers
Manage eligible transfers with security and verification controls.
Crypto Activity
Track digital-asset transactions from one centralized activity view.
Digital assets are volatile, are not bank deposits, and are not insured by any deposit insurance scheme. Digital-asset services are subject to eligibility and product terms.
Crypto vault
Your Digital Assets. Your Strategy. Your Vault.
Create structured digital-asset positions around eligible holding periods and product terms, with transparent visibility into your position from the moment it begins through maturity.
Structured
Choose from eligible vault products and available terms.
Transparent
Track position status, maturity and applicable terms from your dashboard.
Controlled
Manage eligible digital assets through defined product rules and security controls.
BTC Vault position
Illustrative example only- Asset
- BTC (example)
- Term
- 180 days
- Start date
- Day 0
- Maturity
- Day 180
- Status
- Active
Wealth management
Build With a Long-Term Perspective
Financial success is not only about today's market. Build a strategy designed around your goals, risk tolerance, time horizon and evolving financial priorities.
Financial Planning
Objectives, horizon and priorities documented before allocation.
Portfolio Strategy
Allocation frameworks built around your stated strategy.
Risk Management
Risk tolerance considered at every stage of the process.
Long-Term Wealth
A perspective measured in years, not market sessions.
Availability of advisory services depends on eligibility and the service actually engaged. Nothing here constitutes personalised investment advice. Investing involves risk, including possible loss of principal. Past performance does not indicate future results.
Institutional
Financial Infrastructure for Institutions
Solutions designed to help businesses, institutions and sophisticated market participants manage financial operations, liquidity and digital assets.
Treasury
Manage treasury operations through centralized workflows.
Cash Management
Organize liquidity and cash positions across entities.
Digital Assets
Bring supported digital assets into institutional oversight.
Investment Solutions
Structured solutions for eligible institutional clients.
Strategic Financial Services
Advisory and operational support for complex mandates.
How it works
One Platform. A Simpler Financial Experience.
- 1
Create Your Account
Open an account and complete the required verification process.
- 2
Fund Your Account
Use available funding methods to add funds to eligible accounts.
- 3
Build Your Strategy
Explore banking, investments and supported digital-asset services.
- 4
Manage Everything
Monitor your financial positions through one secure dashboard.
Product preview
A Dashboard That Explains Your Whole Position
See cash, investments, digital assets and vault positions together, with recent activity and allocation in a single view.
Demonstration only. Figures shown in product visuals are illustrative sample data created for demonstration. They are not customer accounts, offers, or projected results.
Welcome back, Alex
$248,420.32
Total portfolio · +8.42% illustrative
$85,420.32
$50,160.00
$112,840.00
$25,000.00
Portfolio allocation
- Cash · 34%
- Investments · 20%
- Crypto · 36%
- Vault · 10%
Recent activity
- +$12,000.00
Deposit
Account funding
- -$8,500.00
Investment
Portfolio allocation
- +$4,120.00
Crypto
Digital-asset transfer
- -$1,250.00
Transfer
Internal transfer
Capabilities
Everything You Need in One Financial Platform
Banking
Everyday accounts and funding in one place.
Investments
Portfolio solutions, subject to eligibility.
Crypto
Supported digital assets inside your relationship.
Vaults
Structured digital-asset positions with defined terms.
Transfers
Move eligible funds with verification controls.
Statements
Periodic statements generated from records.
Portfolio Tracking
One consolidated view of your positions.
Security
Authentication and authorization at every layer.
Notifications
Stay informed about account activity.
Support
Reach our client service team in-app.
Open your Meridian account
Start with banking, add investments and digital assets as your strategy develops.