Custodians
Connection health
The institutions that hold the family’s accounts, how their data reaches Meridian, and how fresh it is. Read-only — Meridian observes; it never holds assets or moves money.
4 connected3 with an older source
UBSSGolder source
Authorized session · 2 accounts
US$39,131,265Weeklyas of Mon, 08 Jun 2026 09:00:00 GMT(stale)
Julius BaerHK
Statement upload · 2 accounts
US$35,802,176Manualas of Sat, 30 May 2026 00:00:00 GMT
OCBC BankSGolder source
Direct API · 1 account
US$20,780,817Liveas of Mon, 08 Jun 2026 08:50:00 GMT(stale)
DBS Private BankSGolder source
Direct API · 1 account
US$15,143,038Liveas of Mon, 08 Jun 2026 08:55:00 GMT(stale)
Import a statement (CSV)
Upload a CSV export to append transactions and derived fee observations. Meridian never submits or signs on your behalf.
Source method reflects how each institution shares data (direct API, an authorized session, or an uploaded statement). See consolidated totals in Overview.