Brokerage services

Mercer Securities, a division of MMC Securities Corp., gives you the tools you need to invest, manage, and monitor your savings so you can transform your retirement outlook. By opening a Mercer Securities account, you’ll gain access to a broad range of investments, which means you'll be able to build a portfolio that matches your retirement planning strategy.


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Investments

There's a world of investments available through Mercer Securities brokerage. In addition to stocks, bonds, CDs, and U.S. government and agency securities, Mercer Securities offers an extensive range of mutual funds that cover every asset class and investment style. Also, our no-transaction-fee (NTF) fund program* gives you access to a wide range of mutual funds and enables you to conduct transactions without incurring fees.

*These trades are subject to certain requirements. Mercer Securities may receive administrative fees from the NTF funds for the provision of recordkeeping and administrative services. Funds redeemed or exchanged within six months of the purchase date or deposit date in the NTF program will incur a fee of $50. This fee is in addition to any redemption fee that a particular fund may charge.

Learn more about the investments and see a list of available fund families »


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Tools

Mercer Securities offers you a selection of account management tools that enable you to both select investments and manage your portfolio on an ongoing basis. To help you make more informed decisions about your portfolio, we also offer investment information and performance tracking of major market indexes.

As a Mercer Securities account holder, you'll benefit from retirement planning information such as the monthly e-mail newsletter, The Best of Retirement Weekly, which provides the latest in financial, lifestyle, and health care issues that face many of today’s retirement savers.

Learn more about the tools offered by Mercer Securities »

All the information, none of the paper
Our Electronic Notification Service enables you to quickly turn off paper mailings
and turn on e-mail notifications. If you elect this feature, you'll be notified by
e-mail whenever you have a new account statement or trade confirmation
available to view online.

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Support

Through the Mercer Securities website, you can access a variety of decision-making resources and then put your decisions into action with easy-to-use transactional and trading tools.

By phone, you can use either the Interactive Voice Response system to access your account and enter your trades around the clock, or speak with a knowledgeable Mercer Securities representative. Just dial 1-866-727-7277 or click for more information.

Learn more about account access »


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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.