Setting up your CashDeck account via Mercury
1. Log in to your Mercury account and select any opportunity.
2. Click on the Client Statements button near the top of the page and select New Request from the drop-down menu.
3. An Email Confirmation window will pop up and a security code will be sent to the email address you have connected to your Mercury account.
4. Enter the email code and click Submit. Your information and confirmation of your Plan details will be displayed.
All done! You can now start requesting statements.
Accredited Live Training Webinars
We have live training webinars running to help you get the most out of our service. This is by far the best way to get to know the product, view the process end to end, and ask any questions.
Our webinars are accredited by both the FBAA & MFAA, we will email you your event codes the day after you attend one of our training webinars.