Forms

For your convenience, all the forms you need to open a Mercer Securities account, make account changes, or perform other transactions are located here. In addition, you can find other important information such as Mercer Securities agreements and commission and fee details.

 

Open an account:

  Form file Open an IRA
  Form file Open a taxable investment account
  Form file Transfer assets to your account

Make changes to your account:

  Form file Update your account beneficiary
  Form file Make a withdrawal from your account
  Form file
 Allow electronic delivery of contributions/withdrawals via a checking or savings account

Learn important information:

  Form file Read important information about your account
  Form file Learn how Mercer Securities reinvests dividends in your account
  Form file Find out more about your IRA
  Form file Review the commission and fee schedule

Brokerage Services
  • Already have a Mercer Securities account? Log in »
 

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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 Mercer Securities, a division of 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.