Customize accounts

Mercury makes it easy to set up a financial foundation that scales with your company. You can create multiple accounts to separate funding, payroll, or vendor spend, then use rules to automate how money moves and how it's used.

To create an account, go to the Accounts tab and click Add Account. You can name accounts by function (e.g. “Operating Expenses,” “Taxes,” “Payroll,” etc.) and manage them independently.

You can also set up auto transfer rules to distribute funds between accounts automatically.

Tip: Have $250k or more in funding? Apply for a Treasury account to earn yield on idle cash.

 

Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.

Mercury Treasury is offered by Mercury Advisory, LLC, an SEC-registered investment adviser. This communication does not constitute an offer to sell or the solicitation of any offer to purchase any security. Funds in Mercury Treasury are subject to investment risks, including possible loss of the principal invested, and past performance is not indicative of future results. Please see full disclosures at mercury.com/treasury. Mercury Advisory is a wholly-owned subsidiary of Mercury Technologies.

Mercury Treasury is not insured by the FDIC. Funds in Mercury Treasury are not deposits or other obligations of Choice Financial Group or Column N.A., and are not guaranteed by Choice Financial Group or Column N.A.

Did you find this article helpful?