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Home» Advisers» Keep up to date» News» Latest enhancements to Macquarie Access: cash transaction history

Keep up to date

Latest enhancements to Macquarie Access: cash transaction history

29 August 2011

It's now easier and more efficient to view transaction histories for your clients' cash accounts.

You can now view a transaction history for your clients' Macquarie CMA and Cash XL accounts within Macquarie Access
See the debits, credits and other transaction details
A more intuitive way to view client information
Add personalised notes to each record
For your convenience, the transaction history is also still available in Your.Clients.

Coming soon to Macquarie Access: Macquarie Life policies and information

A holistic view of your clients' accounts, now including active in-force policies and pending applications
Quick search facility to find the insurance client or policy you need
Summary view of policy information
Consolidated tools and resources, including insurance brochures, flyers and PDSs
Direct links to online applications, work in progress, client reports and other functionality.

Also released

If you are a Macquarie Wrap user, you may have noticed recent enhancements to the Wrap site. Learn more

If you have any questions regarding Macquarie Access please contact us on 1800 808 508.

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