The information on this site, including share amounts, cost basis, market value, and all other financial information and statistics, is prepared based upon information Meridian believes to be correct and up-to-date, but Meridian cannot guarantee the accuracy of the data. Corporate actions and capital changes (such as stock splits, spin-offs, and exchanges) may also affect market values and may not be reflected at the time you are viewing your account.
Charles Schwab and Fidelity Investment Institutional Brokerage Group provide Meridian with daily transaction information electronically transmitted to Meridian's accounting systems. If you use another brokerage firm for custody, we receive information monthly from them and must wait for the hard-copy reports in order to reconcile any changes. Meridian does input buy and sell securities transactions in all accounts on an interim basis.
Occasional delays from our pricing sources can result in the site not being updated.
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