Inside Mercury

August 2023 — custom account access, checking-to-Treasury auto-transfers, & more

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Mercury

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Linegraph tracking a Mercury account balance
Banking engineered for startupsExplore MercuryMercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group, Column N.A., and Evolve Bank & Trust, Members FDIC.
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Mercury is engineered to make sure you don’t lose sleep thinking about banking.

Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.
1 We’re constantly innovating and iterating on our product because we believe your banking tasks should feel simpler, more intuitive, and maybe even a little enjoyable. Keep reading to discover the most recent updates to your banking experience.


👌 Hand-select the accounts your employees can access

Image of custom access for Mercury accounts | Mercury

Every business has to designate funds for different purposes, whether that means marketing spend, operating expenses, or payroll. At Mercury, we give you the option to open multiple checking accounts for this exact reason. So what if you wanted to give a teammate access to a certain type of spend, without giving away the keys to your entire bank account? That’s where our account access feature comes in — you can assign custom clearance to a new user, or head to your Team page to edit an existing employee’s permissions.

↔️ Automate movements between your checking and Treasury

Illustration of Treasury product auto-transfer rules | Mercury

Ensure you have what you need to run your business and effortlessly earn yield on the rest. With our newest auto-transfer rule, you can automatically move excess checking account funds to your Treasury

Mercury Treasury is offered by Mercury Advisory, LLC, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. SEC registration does not mean the SEC has approved of the services of the investment adviser. This communication does not constitute an offer to sell or the solicitation of any offer to purchase an interest in any of the Mercury Advisory, LLC investments or accounts described herein. Past performance is not indicative, and is no guarantee, of future results. Mercury Treasury is not insured by the FDIC. Mercury Treasury are not deposits or other obligations of Choice Financial Group or Evolve Bank & Trust, and are not guaranteed by Choice Financial Group or Evolve Bank & Trust. Mercury Treasury products are subject to investment risks, including possible loss of the principal invested. Please see full disclosures at mercury.com/treasury.
2 account in one fell swoop — or top it off in the other direction.

🙋 Find all the answers to your questions

Our redesigned Help Center is now at your service. Easily navigate across different themes and search for any query — don’t worry, our search function is virtually typo-proof. To check it out, head to support.mercury.com.


Bite-sized improvements:

  • This bullet is dedicated to our latest iOS update: Instead of sending you one single list of notifications, we’ve categorized them into different sections like balance alerts, company activity, and cards.

Don't have a Mercury account yet? Give our customizable demo a spin — it’s outfitted with all our latest bells and whistles to give you the full product experience.

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Mercury

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