What's new in Macquarie Access?

24 November 2011

Macquarie Access is pleased to announce the latest enhancements which give you the ability to:

  • Download and order statements
  • Generate audit reports
  • View your clients account information online
  • Order a Macquarie Cash Management Account (Macquarie CMA) deposit book

The new functionality is designed to give you increased visibility of your clients Macquarie CMA and Cash XL, such as managing the everyday tasks associated with those accounts.

Next to the existing Transaction history tab you will now see the new Statements and reports and Account information tabs.

New statements and reports tab

From this tab you can:

  • Download statements – select the date range and click Download selected
  • Download an audit report
  • Order a Macquarie CMA statement to be mailed

New statements and reports tab

New account information tab

From this tab you can:

  • View your clients account information, including interest and tax information, enabled account services and nominated account list.
  • Order a deposit book, from Services > Deposit book > Yes select Order

New account information tab

About Macquarie Access

Macquarie Access is your single point of access to Macquarie Adviser Services (MAS) products and solutions. These enhancements are part of our journey towards providing a fully-integrated website, which makes it easier and more efficient for financial intermediaries to access all the information they need about the products, services and solutions offered by MAS and Macquarie Banking and Financial Services Group.

For your convenience, these features are still available in your.clients@macquarie.

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

Contact us

Call: 1800 808 508

Overseas: +61 7 3233 8137

Fax: 1800 550 140