Partner Portfolio
Arbor Wealth
OnboardingManaged 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