Adviser Help Centre is now live

22 Nov 2019

In May 2018, we released Macquarie Help Centre for your clients, dedicated to providing useful information about our personal products and services.

As part of our platform evolution, you can now experience the same convenience with Adviser Help Centre.

This dedicated help site is full of common questions and answers completely tailored to your Macquarie online experience and day-to-day activity using our products and platform.

Visit Adviser Help Centre to find quick answers to common questions


How it works

  1. Simply navigate to help.macquarie.com/adviser or access it from Adviser Online by selecting ‘Help’ then ‘Help Centre’ from the left side navigation menu
  2. Enter the keyword/s into the Adviser Help Centre search bar. If you’re not sure of the exact words to search with, you can also find articles by selecting the different category names that appear on the Adviser Help Centre landing page
  3. When you search for specific things in the search bar, related articles will appear, giving you a variety of common questions connected to your search that advisers have asked us in the past
  4. Click on the article to see the answer and view other related articles

We suggest saving the Adviser Help Centre as a favourite in your browser.


More articles will be added soon

This is just the beginning of Adviser Help Centre. More articles answering common questions will be added soon. If there are topics or information missing from Adviser Help Centre that you’d like to see added, you can provide feedback within Help Centre.


Adviser Help Centre categories and topics

The below table outlines the topics available for you now.

CategoryIncludes articles about:
Account Opening
Online applications, amending application details, paper applications and authorisation information.
Fees and other costs
Wrap fee calculator, adviser fees, reporting and managing fees (for IDPS, Super and Pension accounts).
Digital
Adviser Online, ESI details, Macquarie ID and passwords.
Manage Clients and Accounts
Request Centre, portfolio management, maintenance, payments, W-8BENs, corporate actions, closures, tax, Third Party access and transfers.
Pension
Payments, withdrawals, tax, compliance and general account management.
Superannuation
Contributions, rollovers, Protecting Your Super (PYS), tax, compliance and general account management.
Statements and Reports
Exporting, report runs, receiving statements, viewing reports and Separately Managed Accounts (SMAs).
Trading
Investments, deposits, listed securities, trading times, authorisation, investment limits, orders, assets, applications and term deposits.
Your profile
Registration and updating details.


More articles will be added soon

To ensure our articles provide you with the most valuable information, you’ll be able to rate whether you think the articles are helpful and provide feedback. This feature can be found beneath each article as shown below:

Visit now

Adviser Help Centre is available directly at help.macquarie.com/adviser

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