Tools
Online Access
Our team is happy to schedule a 15-minute virtual meeting to walk you through how to set up your Online Access account. Please email MeridianFinanical@NM.com to set up a time with our team.
If you would rather set it up on your own we’ve created a step-by-step guide to help you create your account, as well as how to go paperless, set up information sharing, and link any external accounts to allow you to see your overall financial picture in one spot.
GUIDE TO PDFGo Paperless
If you’ve already created your online access account, in the top right corner it will say Hi, Your Name – click on Documents in the dropdown menu next to that.
Click View Delivery Settings and update to eDelivery for the documents you’d like to have eDelivered versus through the mail.
GO PAPERLESS