The All Accounts dashboard gives you an overview of all linked accounts’ financial information. Accessible by clicking on your company logo and then clicking All Accounts, the dashboard shows the balances and money movements of all the Mercury accounts in which you are a team member.
Here you can:
- Set All accounts as your default view
- Search for accounts
- Add/link another Mercury account (of new clients)
- Download the monthly Mercury statements of all your linked accounts
- Open directly into the individual client’s dashboard
Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.