Frequently Asked Questions
Do you have client approved materials and videos I may be able to share with my clients?
Yes, we have client approved materials for you to share including brochures, commentary, and videos. Please see the Investor and Client-Approved Resources section below.
How do I find out who my dedicated Investment Consultant on the Meeder team is?
View our Advisor Consulting National Sales map by clicking the link below under the Financial Advisor Solutions section and click on your state or enter your zip code.
Where do I go to find applications and forms for my clients to invest with Meeder?
View the Forms section below or visit meederinvestment.com/Resources.
Financial Advisor Resources
Guides and White Papers
Investor and Client-Approved Resources
New Meeder Funds Accounts
Update Your Account
Meeder Investment Portfolio Accounts