Creating and managing checking and savings accounts

You can open additional checking and savings accounts in Mercury to organize your finances—for example, by vendor, expense type, or team. These accounts can be nicknamed, paired with virtual debit cards or set up with auto-transfer rules to manage balances.

Below are steps to open and remove accounts right from your dashboard.

Creating a new account

If you're an admin on the account, you can create a new checking or savings account right from your main dashboard on web. Here's how: 

1. From your Accounts table, click on the + to add a new account
2. Select either Checking or Savings
3. (Optional) Add a nickname for your account and click Create
4. The new account should appear in your list after a few moments, and you can click into it to copy your new account number

Removing an account

Before you can remove a checking or savings account, make sure its balance is $0. Then:

1. On web, click Accounts in the left sidebar of your dashboard to open the Accounts page
2. Select the account you'd like to remove
3. Select Manage dropdown in the top right
4. Click Close account
5. Confirm you'd like to close the account

Once removed, the account will be permanently deleted and can no longer transact, but you can still see previous statements. 

To close your Mercury account entirely, you'll want to follow the steps outlined here. 

Tips

Your Accounts page is customizable. From here you can:

• Customize the order in which your accounts appear by reordering them based on personal preference. Simply drag and drop the order. The new order will appear on your Accounts overview page, on the main dashboard, mobile apps and account dropdowns 
• Nickname accounts by selecting the account you want to edit, hover and click over the account name and enter a nickname. This new nickname will be visible to everyone who has access to the account
• Open any account and click the bookmark icon next to its name — it'll be saved under Bookmarks in your sidebar for quick access