On the Referrals page, you can refer new clients to Mercury using your firm’s unique referral link and can earn up to $1,500 in total bonuses* for every eligible client you refer.
- $1,000 Deposit Bonus: Earned when your referred client deposits $50,000 within 90 days of being approved
- $500 Card Spend Bonus: Earned when your referred client is approved for a Mercury IO credit card and spends a total of $10,000 across their Mercury debit and IO cards** within their first 90 days
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
- Log in to Mercury and navigate to your Advisor Portal
- Go to the Referrals tab
- Copy your unique referral link and share it with the clients you want to refer
- 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
*Bonus is subject to terms. To qualify for the referral bonus, the referred client must meet the $10,000 qualifying spend threshold on Mercury debit or IO cards within the first 90 days of account opening. Payout timing and full qualifying criteria are outlined in the Mercury Advisor Program Agreement.
**Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC. The IO Card is issued by Patriot Bank, Member FDIC, pursuant to a license from Mastercard®.