How do I update my investor profile and set my investing preferences?

You can update your investor profile and preferences anytime from your Settings page on Meridian.

  • Go to Settings › Profile to update your investor profile information.
  • Go to Settings › Investment preferences to adjust your preferences that will determine what opportunities are available to you. 

Your profile and preferences determine which investment opportunities appear in your Inbox and what email alerts you get. Keeping them up to date ensures you see opportunities that match your interests and qualifications.

 

 

Once your profile is complete, you will see active opportunities.

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