Macquarie's CMA gives me confidence
1 in 3 Australian SMSFs* use the Macquarie Cash Management Account to manage their cash flow with confidence.
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
Automated data feeds available, depending on your software provider and SMSF administration provider
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.