Mercury Treasury by Mercury Advisory Disclosures

See how Mercury Treasury is structured, who advises it, and what sets it apart from Mercury’s business banking products.

General Disclosure

Mercury Treasury 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 CorporationOpens in new tab , an SEC-registered broker dealer and member FINRA/SIPC. Treasury 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. Please review Mercury Advisory’s ADV Wrap Fee BrochureOpens in new tab for more detail. Mercury Advisory is a wholly-owned subsidiary of Mercury Technologies, Inc.

Treasury Yield Disclosure

Yield figures shown reflect the applicable Mercury Treasury fee (0.15%–0.60%), based on total Mercury deposits, and are derived from historical SEC yields. JTCXXOpens in new tab net yield figure is representative of the 7-day SEC Yield as of 05/04/2026. MULSXOpens in new tab net yield figure is representative of the 30-day SEC Yield as of 03/31/2026. Returns are not guaranteed and may vary.

Mercury Treasury Solutions

Mercury Treasury Solutions is provided by Mercury Advisory, LLCOpens in new tab for entity clients with $25M+ balances. Portfolios are advised by Morgan Stanley. Mercury Advisory does not directly manage assets, but receives a referral fee. Please review all website information and fund prospectuses before investing.

Mercury Treasury: Same-Day Withdrawals

"Same-day withdrawals" only applies to funds invested in J.P. Morgan U.S. Treasury Plus Money Market FundOpens in new tab. Cutoff for transfers to settle same-day is 3pm ET each business day, subject to partner processing times. Read fund prospectus for additional information.

Mercury Treasury: Advisory Fee

There are no fees to open an account or transact with Mercury Treasury. You’ll be charged a percentage of your total monthly Mercury Treasury positions at a rate determined by the total deposits held across all your Mercury accounts, ranging from 0.15% to 0.60%. All yield figures are net of fees.

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.