Access your clients' facilities online

It's easy to view and manage your clients' facilities online with GearUp, Macquarie Investment Lending's secure client service website.

GearUp gives you easy access to up-to-date information such as current loan balances, recent transaction histories and daily statements, as well as the ability to track the status of facilities online in real time (with a 20 minute delay).

GearUp also gives you access to a range of tools, calculators and reports, putting you in total control and making it easy for you to manage your clients' loans and investments 24/7.

What reports can I download from GearUp?

Investment Details

  • Export a select or full list of your clients' investment holdings to view specific investment exposures across your client base.

Loan transactions

  • Export a select or full list of your clients' loan transactions for a specific period of time.

Portfolio Transactions

  • Export a select or full list of the portfolio transactions that have occurred on your clients' facilities since January 2002, including buys, sells, pledges and withdrawals. Direct equity buy and sell transactions will include the cost price for each transaction.

What transactions can I make on my clients' behalf?

If you have Adviser Authority on your clients' facilities, you will be able to perform a range of transactions on their behalf online, including but not limited to:

  • Fixing their interest rate and nominating how interest is to be prepaid (e.g. direct debit from a pre-nominated bank account);
  • Transferring funds between a client's loan and their nominated bank account; and 
  • Other administrative requests that do not require a client signature by law.

To set up Adviser Authority on your clients' facilities, simply download an Adviser Authority Form (pdf 71Kb) and follow the instructions on the form.

What tools and calculators are available?

Macquarie offers a range of innovative tools and calculators that allow you to simulate tailored investment scenarios for your clients. They have been designed specifically for advisers, and are available exclusively through GearUp.

To explore the full range of tools and calculators available, log on to GearUp.