Client Login

Click the sign in button below to be redirected to the portals below.

Investment Accounts Portal

Sign in to our investment account portal powered by Envestnet.

Financial Planning Portal

Sign in to our Financial Planning Client Portal powered by eMoney.

Aspire Retirement Plan Portal

Sign in to the retirement plan portal for administrators.

If you are having trouble accessing your account, please contact your Mercer Advisors team or Aspire representative at 866.634.5873.

Client Connect

Welcome to our new customer service portal

  • Connect virtually with your advisor
  • Submit and retrieve documents securely, all in one place
  •  View assets and liabilities
  •  Review your portfolio and investments

To access your investment account, financial planning portal, or Aspire retirement portal please scroll down.