What is the Advisor Portal and who is it for?
The Advisor Portal is designed for accounting firms and bookkeepers to manage clients, team members, and referrals, all in one place.
The Advisor Portal is available to all Mercury for Accountants partners. Mercury for Accountants is a free program that enables accountants to give their clients the benefits of modern banking while boosting firm productivity and unlocking special perks and benefits. Learn more about the program here.
How to set up and access the Advisor Portal
For bookkeepers and accounting firms already on Mercury:
- Log into your Mercury account
- Open the top left menu and click on Set up Advisor Portal
- Complete the setup process
For bookkeepers and accounting firms who are new to Mercury:
- Visit mercury.com/for/accountants
- Scroll down to the “Become a Mercury Accountant Partner” section to complete the form and learn more about the benefits of joining
- Once you’re approved, our team will be in touch to guide you through setting up your Portal and accepting our Terms and Conditions
If your client invites you to manage their Mercury account:
- You’ll receive an email with the subject line “You’ve been invited.” Click Activate your Account or Review Invite in the email
- If you’re new to Mercury, provide your details to complete the setup process which includes setting up your password, creating your profile and configuring your 2-factor authentication
Switching between the Portal and client accounts
Once your Advisor Portal has been set up, you can easily switch between the Portal and any Mercury accounts you’re part of by clicking your company name in the top left-hand corner of your dashboard. You’ll see a list of accounts you’re part of and the option to “View All Accounts” for a summary of account details.