How can we help?

• Becoming a partner
• Getting started with the Advisor Portal
• Managing clients and team members in the Advisor Portal
• Advisor Portal referrals
• Mercury perks
• Talking to clients about Mercury

• Application tips
• Address requirements
• Prohibited countries
• Industry restrictions
• Identification requirements
• Providing a business description

• Partnership referrals
• Client's eligibility

• Team role for Accounting Partner
• Managing accounting integrations
• View All Accounts
• Workflows: Bill Pay
• Workflows: Invoicing
• Workflows: Reimbursements

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• Getting started
• Client issues