If you have a Mercury Invest account, you may notice something a little different this month: two emails and two June statements in your Documents & Data folder. This is expected due to a transition to a more robust backend platform. There is no action needed from you.
What's happening
We're migrating Mercury Invest to a more modern infrastructure. Both the old and new systems generated a statement for June, which is why you're seeing two.
You don't need to do anything. One statement reflects the monthly activity before the transition and the other reflects the activity post transition.
What's changing
Mercury Advisory continues to use Apex as the custodian. We're not changing who holds your investments.
What we are upgrading is the underlying platform from Apex Classic to Apex Ascend. This is a backend change that lays the groundwork for new features and a better Invest experience going forward.
This migration is not a taxable event. No assets are being sold or transferred, and there are no tax consequences as a result of this change.
What to expect
- Two emails notifying you that a statement is ready for June — both are legitimate.
- Two June statements visible in Documents & Data. After this month, you'll go back to receiving one statement per month as usual.
- No changes to your portfolio, holdings, or how you use Invest.
Questions?
If anything looks off or you have questions about your statements, reach out to personal@mercury.com and we're happy to help.
Mercury Invest is offered by Mercury Advisory, LLC, an SEC-registered investment adviser. Mercury Advisory is a wholly-owned subsidiary of Mercury Technologies, Inc. This communication is not an offer to sell or the solicitation to buy any security. View our Customer Relationship Summary and other important information at mercury.com/legal.