Security & Fraud Awareness Tips: Financial Literacy
- Review your budget and set savings goals. Now is a great time to check in on your expenses, savings, and other budget items. Set up balance and transaction alerts in Meridian’s Digital Banking to monitor spending and protect your hard-earned savings from potential fraudulent charges.
- Check your credit report annually to ensure all information is accurate. You can access a free report each year at AnnualCreditReport.com, and consider setting up accounts with the major credit bureaus to monitor activity or place a freeze if needed.
- Learn about investing and retirement. Understanding how to grow and protect your finances over time is the key to long-term success. To learn more, reach out to our Meridian Wealth Partners* team who specializes in helping businesses and individuals and navigate these decisions with confidence and clarity.
*Meridian Wealth Partners, LLC is a registered investment advisor and a wholly owned non-bank subsidiary of Meridian Bank. Registration of an investment advisor does not imply a specific level of skill or training. Investment Advisory Services are: Not FDIC Insured, Not Bank Guaranteed, Not a Deposit, Not Insured by any Government Agency and May Lose Value.
For business banking customers, Meridian offers Positive Pay to prevent check or ACH fraud.
Upload a list of checks or ACH’s for matching to control unauthorized activity. If a payment presented doesn’t match what is on your list, you’ll decide if you want to pay or return it. If you’re interested in setting up Positive Pay for your business, fill out the form below to get started.
Not signed up for Digital Banking? Enroll today!
If you have a personal account, visit: meridianbanker.com/digital-banking
If you have a business account, please fill out the form below to get started.
Benefits Include:
- Electronic statements and notices
- Bill pay
- Account transfers
- Mobile deposit
- Card controls
- Account alerts
- Secure messaging
