On the Referrals page, you can refer new clients to Mercury using your firm’s unique referral link and earn a bonus of $1,000 when they deposit $50,000 within 90 days of being approved.
Additional terms apply. View the “Accounting” and “Referrals” sections of our Legal page to learn more.
This page provides a simple way to monitor the status of your referrals. You’ll be able to see:
- Your referral link: Easily copy and share it with prospective clients, or invite them via email
- Referral activity: View a list of who your firm has referred
- Application status: Track whether your referrals have applied, been approved, or opened an account
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Payouts: Keep tabs on your firm’s earned bonuses and payout history
How to refer clients to Mercury
- Share the referral URL found on the Portal Referrals page
- Once the account is approved, invite the client to join your firm’s Portal following the steps listed here. Only Portal Managers are able to invite clients