Sample dashboard — all clients and figures are fabricated for illustration. Your portal shows only clients who explicitly shared with you.
Meridian Cross-Border Advisory
Adviser Portal — 3 connected clients
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Anna Kovacs
US / UK
Shared by client · view-only · revocable
Marcus Tran
US / Portugal
Shared by client · view-only · revocable
Sarah & Jonas Meyer
US / Germany
Shared by client · view-only · revocable
Client Snapshot — Anna Kovacs
Accounts
| Account | Institution country | Currency | Balance (native) | Balance (USD) |
|---|---|---|---|---|
| Chase Total Checking | United States | USD | 24,800 | 24,800 |
| Vanguard Brokerage | United States | USD | 228,400 | 228,400 |
| Barclays Current Account | United Kingdom | GBP | 12,350 | 15,700 |
| Barclays Stocks & Shares ISA | United Kingdom | GBP | 112,600 | 143,400 |
| Total | $412,300 |
Compliance figures
Peak combined foreign balance (2026)
$63,200
reached 14 March 2026 · FBAR (FinCEN 114) filing required — aggregate exceeded $10,000
Foreign assets at year-end (2025)
$151,900
below the $200,000 Form 8938 threshold for a single filer living abroad — not required for 2025
Figures are computed from connected account history. They are inputs for the adviser, not filing advice.
Documents ready
- Barclays Current Account — 12 monthly statements (2026)
- Barclays Stocks & Shares ISA — 12 monthly statements (2026)
- Peak-balance evidence extract — 14 March 2026
This is what your portal looks like the day a client connects.
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