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The Mercury Private Client Portal provides secure online access for clients to have a central point of information across their portfolios.
The Portal is updated at the end of each trading day and offers a wide range of information as follows:
From a holistic and consolidated overview of a client’s portfolios.
To a deep dive of their individual portfolio investments and asset allocation exposures.
Clients are able to access a series of reports on their portfolio, ranging from Cash Transaction statements, to Investment Transaction Reports and Performance reports.
While clients also have a central location of all correspondence with Mercury Private, including various types of investment and portfolio correspondence.
