| Description | Link |
|---|---|
March 2024 Digital Download
| View article |
February 2024 Digital Download
| View article |
December 2023 Digital Download
| View article |
November 2023 Digital Download
| View article |
October 2023 Digital Download
| View article |
September 2023 Digital Download
| View article |
August 2023 Digital Download
| View article |
July 2023 Digital Download
| View article |
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Product and platform updates
The latest enhancements to our products and platforms.
Featured—
March Digital Download
We’ve delivered some exciting features and enhancements to elevate your online experience and maximise efficiency. These include Live chat transcripts you can download and save, quick and easy access to wrap term deposit rates and investment insights and, a simplified onboarding process for our Cash solutions. Read our March Digital Download to learn more about these features, plus our other enhancements and platform updates.
Our Cash Online Application is an easy alternative
Reduce the wait time for you and your clients.
New Adviser Online production releases
We’ve focused on aligning our pages, so you receive a consistent experience across all our digital portals.
We’ve launched Automatic Income Redirection for your Investment Wrap clients
Verify your password updates and ESI credentials with Macquarie Authenticator
You can now use Macquarie Authenticator to verify your Adviser Online password updates and for External Systems Interface (ESI) credential generation instead of SMS.
DocuSign® instructions for Cash and Wrap products
Platform updates
Most recent
Platform enhancements
| Recent updates | Link |
|---|---|
March Digital DownloadWe’ve delivered some exciting features and enhancements to elevate your online experience and maximise efficiency. | |
Verify your password updates and ESI credentials with Macquarie AuthenticatorRead more about how you can now use Macquarie Authenticator to verify your Adviser Online password updates and for External Systems Interface (ESI) credential generation instead of SMS. | |
DocuSign® instructions for Cash & Wrap productsIn addition to the suite of digital solutions we currently offer to help you and your clients manage requests, we’re now also supporting DocuSign | |
Keep on top of EOFY tasks
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Using our Cash Online Application is an easy alternative for account openingOur online application process handling time is generally around 24 hours – reducing the wait time for you and your clients. | |
Adviser Online production releasesAs part of our ongoing commitment to evolve Adviser Online, we've released some new features. | |
A new way for your clients to receive their incomeWe're launching Automatic Income Redirection for your Investment Wrap clients which will help you automatically redirect Wrap account income straight to your client's nominated bank account. | View article |
Back to Basics: Adviser Online User GuideWe’ve put together a helpful guide based on some of the more common queries we’ve received to make it easier for you during this time. | View article |
Reduction in pension minimum requirementsAs part of their response to the evolving coronavirus situation, the Federal Government has announced a 50% reduction in the pension minimum requirements for the 2019/20 and 2020/21 financial years. | View article |
Requesting a Temporary Early Release of SuperIf your clients have been impacted by coronavirus (COVID-19), they may be eligible for a Temporary Early Release of Superannuation, a measure recently announced by the Federal Government. | View article |
Adviser help centre is now liveOn May 2018, we released Macquarie Help Centre for your clients, dedicated to providing useful informatiom. | View article |
Our platform evolutions is hereIt’s our commitment to delivering simpler, more powerful ways to help you manage your clients’ money. That way you can focus on what’s valuable – building deeper connections with your clients. | View article |
Adviser Online continues to evolve based on your feedbackSince the launch of Adviser Online, we've continued to update the portal based on the feedback we've heard from you. | View article |
We've been listening to your feedbackYour new Adviser Online portal went live in April 2019 to make managing your clients easier. Since then, we've received valuable feedback on what you like, and also what could be improved. | View article |
Find accounts faster, with Global Account SearchWe’re focused on making your Adviser Online experience quick and simple. To support this, we’ve developed a new way for you to search your accounts with the integration of Global Account Search. | View article |
Wrap accounts, new reporting and Account Dashboard viewYou can now view all your clients’ cash and wrap accounts in the one place. | View article |
Greater investment choice for your wholesale clientsWe’re excited to let you know that with the introduction of IM funds, we’re expanding the investment opportunities available for your wholesale/sophisticated wrap investment clients. | View article |
Majority of advisers are now using our wrap online applicationsOpening a wrap account has never been easier – or faster. | View article |
More investment flexibility with SMA Customisations
You can now better tailor your client’s SMA by accommodating for unique personal preferences with SMA Customisations. | View article |
Simple and secure mobile payments with AIPWith its mobile-enabled capability, authorising payments on the go couldn’t be easier – no more printing, no more paperwork and no more waiting. | View article |
® signatures.Digital Download
| Digital Download | Link |
|---|---|
March 2024 Digital Download
| View article |
February 2024 Digital Download
| View article |
December 2023 Digital Download
| View article |
November 2023 Digital Download
| View article |
October 2023 Digital Download
| View article |
September 2023 Digital Download
| View article |
August 2023 Digital Download
| View article |
July 2023 Digital Download
| View article |
June 2023 Digital DownloadWe're introducing multi-factor authentication when you first log in to Adviser Online, to confirm you’re logging in from a trusted browser. | View article |
May 2023 Digital DownloadWe’re pleased to let you know that you can now access over 60 different types of client correspondence in Adviser Online. | View article |
April 2023 Digital DownloadWe’ve added three new widgets that provide you with access to relevant and insightful information when you login to Adviser Online. | View article |
March 2023 Digital DownloadWe’re excited to announce that Live chat is now available in Adviser Online. | View article |
February 2023 Digital Download2023 will be another significant year in our platform development journey. We remain focused on providing the best possible digital experience to you and your clients. | View article |
December 2022 Digital DownloadThis edition will tell you more about what’s on the horizon for 2023, as well as what’s new and what’s coming soon. | View article |
November 2022 Digital DownloadWe're excited to confirm that your clients can now approve Adviser Initiated Payments (AIP) via Macquarie Authenticator. | View article |
October 2022 Digital DownloadThis month, we’ve continued to digitise our products and services. | View article |
September 2022 Digital DownloadThis month, we’ve delivered a number of improvements to your online experience including the ability to select fortnightly pension payments and enhancements on Adviser Online. | View article |
August 2022 Digital DownloadThis month, we’ve also released more digital and product enhancements to help create a better digital experience for you and your clients. | View article |
July 2022 Digital DownloadOur new Adviser Education page gives you and your practice access to insights, market updates, technical advice, webinars and more. | View article |
June 2022 Digital DownloadWe’re excited to confirm that the Adviser Initiated Payment limit has now increased from $100,000 to $500,000 for cash accounts. | View article |
May 2022 Digital DownloadThis month, we’ve shared some important information to help you prepare for the end of the financial year (EOFY) including key dates, advice fee consent processing deadlines and more. | View article |
Contact us
Need help? If you’re an adviser, please contact us via live chat in Adviser Online. If you’re a client, please call
Additional information
Unless stated otherwise, this information has been prepared by Macquarie Bank Limited AFSL and Australian Credit Licence 237502. It is provided for the use of licensed and accredited brokers and financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.