YOUR FINANCIAL CORRESPONDENCE
A little less back-and-forth.
Find the documents you need. Send the request you’ve reviewed. You choose what Prime Meridian can access.
Find financial correspondence
On demandSearch your Gmail, then choose a message to read. Only selected material is used for analysis.
Send a request you’ve reviewed
Useful for questions like missing brokerage cost basis. You review the full email before anything is sent.
Your connection, your choice.
Disconnecting revokes access and deletes Gmail messages, attachments, drafts, analysis, and connection data saved by this app.