Mercury Open account user flow

Open account user flow

This flow guides a new user through the process of creating an account with Mercury, detailing personal, company information, and compliance with legal requirements to open a bank account.

Logging In

Starting Application

Entering Details

Confirming Details

Describing Company

Specifying Role

Choosing Callsign

Confirming Compliance

Verifying Legal Status

Agreeing to PATRIOT Act Disclosure

Continuing Onboarding

Filling Company Info

Reviewing Application

Assisting with EIN

Mercury logging in screen example

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46 user flow examples

Adding to collection

46 user flow examples

Requesting early access

13 user flow examples

Creating collection

69 user flow examples

Booking experience

14 user flow examples

Securing account

18 user flow examples

Creating gift card

8 user flow examples

Creating listing

24 user flow examples

215 user flow examples

80 user flow examples

Inviting teammates

254 user flow examples

Creating template

75 user flow examples

Deleting account

127 user flow examples

Creating color palette

6 user flow examples

157 user flow examples

Setting up account

127 user flow examples

Following product tour

49 user flow examples

Creating workspace

76 user flow examples

Creating project

109 user flow examples

341 user flow examples

Setting-up Multi-factor authentication

77 user flow examples

Creating transfer

14 user flow examples

Adding new source

45 user flow examples

22 user flow examples

87 user flow examples

Canceling subscription

33 user flow examples

810 user flow examples

Removing teammate from team

45 user flow examples

5 user flow examples

Creating workflow

47 user flow examples

27 user flow examples

45 user flow examples

13 user flow examples

Setting up permissions

25 user flow examples

Verifying identity

21 user flow examples

Uploading files

60 user flow examples

Sending messages

90 user flow examples

131 user flow examples

31 user flow examples

293 user flow examples

8 user flow examples

Importing from CSV

18 user flow examples

9 user flow examples

Upgrading subscription

201 user flow examples

Adding seats to subscription

10 user flow examples

32 user flow examples

Scheduling email

13 user flow examples

Inviting contacts

24 user flow examples

Sharing feedback

41 user flow examples

Disabling Multi-factor authentication

16 user flow examples

Restoring previous version

7 user flow examples

7 user flow examples

Resetting password

140 user flow examples

Managing roles and permissions

61 user flow examples

514 user flow examples

107 user flow examples

Connecting to integration

196 user flow examples

Filtering & sorting

132 user flow examples

22 user flow examples

7 user flow examples

26 user flow examples

64 user flow examples

24 user flow examples

Commenting & reacting

72 user flow examples

387 user flow examples

105 user flow examples

Switching theme

52 user flow examples

5 user flow examples

Requesting access

11 user flow examples

12 user flow examples

Creating content

128 user flow examples

18 user flow examples

168 user flow examples

34 user flow examples

Asking Artificial intelligence

113 user flow examples

Setting up payment method

51 user flow examples

15 user flow examples

19 user flow examples

Starting interview

4 user flow examples

18 user flow examples

19 user flow examples

8 user flow examples

13 user flow examples

Filling Know Your Business (KYB) form

5 user flow examples

35 user flow examples

19 user flow examples

4 user flow examples

1 user flow example

10 user flow examples

160 user flow examples

2 user flow examples

2 user flow examples

Frequently asked questions