Macquarie Online Trading is the simple, secure online trading platform to manage your clients’ trading needs

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

 SilverGold1PlatinumWebIRESS
     
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)

 

1 Click to refresh prices and market data.

2 $22 charged up front, accrued at 6.6 cents per minute and the unused portion is refunded after month end.

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.

Macquarie's CMA gives me confidence

1 in 3 Australian SMSFs* use the Macquarie Cash Management Account to manage their cash flow with confidence.

Technical information in the palm of your hand

Our Little Black Book lets you access technical information and expertise, without having to search the web for industry facts and figures.

Related products


Macquarie Cash Management Account

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Macquarie SMSF solutions

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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.