Partner Portfolio

Arbor Wealth

Onboarding

Managed portfolios and self-directed trading with automated rebalancing.

Brokerage · onboarded August 2025 · sponsor contact S. Adeyemi

Gated actions

0

Last 30 days · last seen never

Held or denied

0% stepped up to a human

Active rules

6

6 inherited · 0 authored here

Open risks

1

1 with no rule covering them

Sponsor findings

  • Account takeover via agent — required by the catalog and not assessed in this program's register.
  • Irreversible rail substitution — required by the catalog and not assessed in this program's register.
  • Counterparty screening bypass — required by the catalog and not assessed in this program's register.
  • Bulk data export by a compromised agent — required by the catalog and not assessed in this program's register.
  • Mandate ceiling breach — required by the catalog and not assessed in this program's register.

Verdict mix

0 actions over 30 days

Allow
0
Step up
0
Hold
0
Deny
0

Surfaces

1 resource · 1 agent

No traffic reached this program in the last 30 days.

Policy posture

6 inherited · 0 local · 0 disabled

This program runs Meridian's baseline unmodified and has authored no local rules.

Risk register

2 tracked · 6 catalog entries not assessed

  • Unauthorized large transferCritical · mitigated
  • Automated trading velocity abuseMedium · open