We're currently issuing IDPS statements for the quarter ending 31 December 2020 which will progressively be available online. All statements will be available online by the end of the month. Investment clients that have previously elected to receive a hardcopy statement1 will receive a paper copy via post, however, their periodic statements will also be available online via online.macquarie.com.au.
What do clients receive?
Cover page summarising the opening and closing balances for the period 1 October 2020 to 31 December 2020.
Investment value as at 31 December 2020, detailing the list of all investments held in the account and their market value.
Transactions information (both investments and cash) for the period 1 October 2020 to 31 December 2020.
Asset allocation as at 31 December 2020.
You can access copies of your clients’ statements online by selecting:
Clients and accounts > client list > 'Statements' from the dropdown list, or
Reporting > Client & Adviser > 'Download statements for an account'.
Keep your client’s email contact information up-to-date
We’re using email as the preferred way to communicate with clients about their periodic statements and annual tax reports being available, as well as other important account-related information. It’s important that we hold an up-to-date email address and mobile phone number for your clients.
How can you help?
If you become aware that we don’t have an email address for your client, or that the email address we have for them is no longer correct, e.g. they’ve recently updated their email address, you can update their email address via Adviser Online using the “update client details” selecting the option contact numbers and email address.
Alternatively, your clients can update their own contact details online via online.macquarie.com.au. After logging-in they need to select My profile from the drop down menu next to their name and click on the edit icon next to the relevant item that needs updating. Mobile phone numbers are only able to be updated by your client calling us directly. This is because we use mobile phone numbers for identification verification purposes.
If you have any questions, please visit our Help Centre.
1Not an available option for Investment Consolidator II or Investment Manager II.