If you have an ipad or iphone, please download the app from the Apple Store. If you have an android mobile or tablet, please download the app from Google Play.

Once you have downloaded and opened the app, you will be presented with the following screen:

Log on screen

Select the “I am a client” option, type in the user ID and password that you have been issued (same as the one you use to log in from the Mercury Private website). You will only have to select this once and the device will remember your selection for next log in.

You will then be presented with a summary page. To drill down further into the accounts, click on the icon on the right hand side of the screen. To view the menu bar for options, select the icon on the top left hand corner of the screen.

dashboard with menu on side

Various options will be available for you to select on the left hand side menu bar. Click on “News” to access the daily market update. Click on “Reports” to print your portfolio valuation report or cash transaction report.