Tools and resources
Mercer Securities offers tools to help you decide which investments to choose and how to manage your portfolio because the more you know, the better you can manage your Mercer Securities IRA.
Evaluate investments
Via the Mercer Securities website, you can access a variety of resources that can help you make more educated decisions about which investments to select, including:
- Stock, mutual fund, and index quotes
- Performance tracking of major market indexes
- The latest investment information from Dow Jones, Lipper, Morningstar, and Standard & Poor's
A mutual fund screening tool, FundScan®, to help you sort through thousands
of mutual funds to find those that best meet your selection criteria and investment
objectives. By just entering your criteria, you can generate a list of investments
that meet your exact requirements.
Evaluate your portfolio
For an at-a-glance view of your complete portfolio holdings – including investment type, market value, and realized/unrealized gains/losses – use the Portfolio Evaluator. This unique tool can also help you create pie charts of your portfolio by investment type. (An additional fee may apply; contact a Mercer Securities representative for details.)
Evaluate your statements (online or by mail)
If you prefer reviewing your account statements and trade confirmations online, you can take advantage of the Electronic Notification Service – an easy way to 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 via the Mercer Securities website.
To activate this feature, log on to your account via the Mercer Securities website, access the "Portfolio" tab, select the "Account Portfolio" link in the left navigation bar, and then select the "Document Delivery" link. If you change your mind, you can quickly resume postal delivery of paper mailings by following the same online process.
- Need assistance? We can help »
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- Learn more Check out the Education Center »
