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Wei Lin · full · Everything in sync

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
Julius BaerHK

Statement upload · 2 accounts

HKD 208,244,536Manualas of Sat, 30 May 2026 00:00:00 GMT
UBSSGolder source

Authorized session · 2 accounts

HKD 135,159,555Weeklyas of Mon, 08 Jun 2026 09:00:00 GMT(stale)
DBS Private BankSGolder source

Direct API · 1 account

HKD 93,654,864Liveas of Mon, 08 Jun 2026 08:55:00 GMT(stale)
OCBC BankSGolder source

Direct API · 1 account

HKD 64,423,187Liveas of Mon, 08 Jun 2026 08:50:00 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.

CSV columns: account_id,type,gross_amount,currency,fees_explicit_amount,product_type. Use seed account ids such as acc-jb-trust.

Source method reflects how each institution shares data (direct API, an authorized session, or an uploaded statement). See consolidated totals in Overview.