Make your voice heard
The 2017/18 AFS Benchmarking Survey is designed to uncover the latest trends in the accounting and financial planning industry.
I'm with Macquarie
Online investing made easy
Why apply?
Macquarie CMA integration
Settle trades directly via your client's Macquarie Cash Management Account (CMA)
Ideal for SMSFs
Detailed reporting for you, your client and their accountant including data feeds to your financial planning software
Data feeds
Automated data feeds available, depending on your software provider and SMSF administration provider
Online trades start at $19.95 or 0.12% of the value of the trade, whichever is greater.
View your clients' balances, place trades quickly and settle directly to their integrated Macquarie Cash Management Account.
This integration ensures that when a trade is placed their available cash balance is automatically checked in real-time, reducing incidences of settlement failure.
Set-up SMS and email alerts, end-of-day watchlist and portfolio email reports.
Choose from a range of market data packages – from live streaming, click to refresh or 20 minute delayed – to help you efficiently manage your portfolio online.
Fund your trading from a margin loan in real time.
Monitor the performance of your clients' investments and level of their balances in real time.
One simple online application for both Macquarie Online Trading and the Macquarie Cash Management Account. You can also link a new trading account to your existing Macquarie Cash Management Account.
Get the latest company information from Morningstar and the latest news from Dow Jones.
Flexible advice fee options with the ability to set up a client-directed payment as either a dollar value or a percentage of trade value, whichever is greater.
Market data packages
| Silver | Gold1 | Platinum | WebIRESS | |
|---|---|---|---|---|
| Market data package cost | Free | Free for advisers $10 monthly |
Up to $222 monthly |
$79 monthly |
| ASX quotes | 20-minute delayed | Live | Streaming | Streaming |
| Market depth and detail | 20-minute delayed | Live | Streaming | Streaming |
| Watchlists | 20-minute delayed | Live | Streaming | Streaming |
| News and company announcements | Live | Live | Streaming | Streaming |
| Charting | 20-minute delayed | Live | Live | Advanced content, real-time |
| After-market email watchlists and portfolio update | ||||
| SMS and email alerts | ||||
| Consensus research reports | ||||
| Global market indices | ||||
| Company data (dividends, corporate actions and profiles) | ||||
| Cost per trade |
Online: $19.95 or 0.12% of the value of the trade (whichever is greater) Phone: $49.95 or 0.30% of the value of the trade (whichever is greater) |
|||
Is this the right trading solution for my business?
Macquarie Online Trading is for advisers looking for a simple, secure online trading platform to manage their clients’ trading needs. As it’s integrated with the Macquarie Cash Management Account (CMA), or Bell Potter's direct margin loan, you enjoy complete visibility of your client’s financial position, detailed reporting and a seamless trading experience.
If you are interested in using margin lending you may consider a Bell Potter direct margin loan. Learn about the direct margin loan here.
Related products
Find out how we can help
Get in touch with a specialist who understands your business and can help set up online trading for you and your clients.