Step 2: Welcome to Mercury for Accountants

At Mercury, we see and value accounting professionals as key players in their clients’ financial performance.
That’s why we created Mercury for Accountants, a partner program with benefits and resources for your firm and clients, including:
- Dedicated onboarding and ongoing support for your firm and clients
- Up to $1,500 in referral bonuses per eligible client*
- Free subscription to Mercury Pro for your firm** (available after first successful referral)
- Library of resources for accountants (found here in Mercury’s blog)
- Custom partnership opportunities for top referrers
(And what partnership would be complete without a few pieces of exclusive merch, like mugs, journals, RFID blocker sleeves, and more — just to get us off on the right path.)

Ready to sign up? Talk to your Partner Managers and let’s start working together for you and your clients.
*Bonus is subject to terms. To qualify for the referral bonus, the referred client must meet the $10,000 qualifying spend threshold on Mercury debit or IO cards within the first 90 days of account opening. Payout timing and full qualifying criteria are outlined in the Mercury Advisor Program Agreement.
**The Mercury Advisor Services are made available to you free of charge, and Mercury maintains the right to discontinue the Mercury Advisor Services at any time in its sole discretion.
Take the next step in the Mercury for Accountants journey

Step 3: Accountant set-up


Step 5: Team set-up and training
