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Client Login

Introducing Our Client Portal

Welcome to
Mercer Advisors Client ConnectTM

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

Don’t have a login? Register here.

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.

Did you know that you can access these links directly through Mercer Advisor’s client portal? The links above will be removed from this page on May 1st, 2024.

Please ask your Advisor if you have any questions or call 866.634.5873.