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

You can update your investor profile and preferences at any time on your Investor settings page in 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 Invest 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 and you've added preferences, you will see active opportunities.

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