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Mercury Invest by Mercury Advisory Disclosures

Get familiar with Mercury’s approach to personal investing, and how investments are different from insured deposits.

General Disclosure

Mercury Invest is offered by Mercury Advisory, LLC, an SEC-registered investment adviser (“Mercury Advisory”). This communication does not constitute an offer to sell or the solicitation of an offer to buy any security. All Brokerage and Clearing services are provided by, and securities are offered through Apex Clearing Corporation, an SEC-registered broker dealer and member FINRA/SIPC. Invest accounts are not FDIC insured, are not bank deposits, and are not guaranteed by Choice Financial Group or Column N.A., and may lose value. Funds in Mercury Invest accounts are subject to investment risks, including possible loss of the principal invested, and past performance is not indicative of future results. Please review Mercury Advisory’s Customer Relationship SummaryOpens in new tab and ADV Wrap Fee BrochureOpens in new tab for more detail. Mercury Advisory is a wholly-owned subsidiary of Mercury Technologies, Inc.

Advisory Fee

An annual advisory fee of 0.10% is charged monthly, calculated on investment assets.

Disclaimers and footnotes

Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC. Deposit insurance covers the failure of an insured bank.