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
Solutions

Advisor Consulting National Sales Map

Drive with Meeder Investment Positioning System (IPS)

Drive with Meeder

Meeder Advisor Consulting Capabilities

Meeder Edge Investment Consulting Brochure

Meeder Firm Overview

Meeder Private Wealth Brochure

Guides and White Papers

Meeder Advisory Services ADV

2023 Key Financial Data

Building Your Business for Affluent Investors

Improve Investor Outcomes with Tactical Allocation

Four Client Concerns

Investment Insights

Meeder's Defensive Equity Strategy

Outsourced Investment Consulting

Meeder Target Withdrawal Brochure

Understanding Risk During Retirement

Video Portals

Markets in Focus

Private Wealth Advisor Channel

Tactical Investing Portal

Investor and Client-Approved Resources
Investment Solutions

Meeder Firm Overview

2023 Key Financial Data

Investment Portfolios: Strategic and Tactical

Drive with Meeder

Improve Investor Outcomes with Tactical Allocation

Meeder Private Wealth Brochure

InvestmentView Dashboard

Investment Insights

Meeder Funds

Dynamic Allocation Fund

Muirfield Fund

Video Portals

Markets in Focus

Muirfield Fund: Anniversary Performance Update

Forms
Meeder Funds Accounts

Meeder Funds Non-Qualified Account Application

Meeder Funds IRA Account Application

Meeder Funds Transfer Request Form

Meeder Funds Signature Card

Meeder Funds Certification of Beneficial Owner Form

Update Your Account

Financial Advisor and Broker Dealer Change Authorization Form

Meeder Funds Automatic Account Builder Form

Meeder IRA Change of Beneficiary Form

Meeder Funds Change of Address Form

Meeder Funds Coverdell Education Savings Account Request for Distribution Form

Meeder Funds Deposit Slip

Meeder Request for IRA Distribution Form

Meeder Funds Signature Card

Meeder Funds Systematic Withdrawal Form

Meeder Funds Transfer on Death Beneficiary Form

Meeder Funds Wire ACH Instructions Form

Nationwide Meeder Retirement Portfolio Change of Address Form

Nationwide Meeder Retirement Portfolio Change Request Form

Shareholder Request Form

Meeder Investment Portfolio Accounts

Meeder Investment Portfolios Non-Qualified Account Application

Meeder Investment Portfolios IRA Account Application

Meeder Investment Portfolios Investor Profile Questionnaire and Portfolio Selection Form

Meeder Investment Portfolios Transfer Request Form

Meeder Investment Portfolios Rollover Disclosure Form