Setting Up Your CashDeck Portal
Log in to Mercury and click the Credit Ready icon from your Dashboard.
Your CashDeck account is automatically created and linked.
(Insert image of the Mercury Dashboard showing the Credit Ready icon)
Billing and plans are also automatically applied.
➤ View plan details for Connective brokers here.
Email Confirmation Step
The first time you connect to CashDeck, a pop-up will ask for email confirmation.
A verification code will be sent to the email linked to your Mercury account.
Enter the code and click Submit
Your account and plan details will then be displayed on-screen.
Once confirmed, you’re all set! You can now launch CashDeck from within Mercury — no separate login required.
Requesting Statements from Clients
Open your client’s Opportunity in Mercury.
Click the Client Statements button to create a new request.
