Account access

Access your Mercer Securities account when and how you'd like. From investment research and retirement planning to trading and account management, you have both online and phone-based resources.

 

There are three ways to access your account:


Online
Just log on via the Mercer Securities website to complete trades and access an array of tools and educational resources.

Access your account online now »


By phone (representative-assisted)
Mercer's team of dedicated representatives can handle your account balance transfer and ongoing requests. Available from 8:00 a.m. to 6:30 p.m. Eastern Time, any business day, representatives can quickly answer any question you may have about your account and even help you make trades. Just call 1-866-727-7277.


By phone (interactive voice response system)
Call 1-866-727-7277 around the clock to access your account information and enter trades.

Learn more about extended-hours trading »

Brokerage Services
 

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Before investing, consider the investment options’ or funds’ investment objectives, risks, charges and expenses. Please call 1-800-685-6474 or visit your plan’s website for an offering statement or for a fund prospectus and, if available, a summary prospectus containing this and other information. Read it carefully.

Mercer Wealth Solutions is a trademark of Marsh & McLennan Companies.

Mercer Securities brokerage transactions are cleared through Pershing LLC, Member of FINRA, NYSE, and SIPC.

Mercer Securities Retirement Specialists are Registered Representatives of Mercer Securities.

Mercer HR Services and MMC Securities Corp. are affiliates of and owned by Marsh & McLennan Companies and are not affiliated with Pershing LLC.

Mercer Securities
A division of MMC Securities Corp., Member FINRA/SIPC.