Income solutions as individual as your clients
We’re always looking to enhance your experience with us and launch new features and functionality for you and your clients. We’re excited to announce that Automatic Income Redirection is now live. This functionality is another way you can maximise efficiency in managing your clients’ Investment Wrap accounts.
Introducing: Automatic Income Redirection
Automatic Income Redirection is a new feature that will allow you to elect to automatically redirect Wrap account income straight to your clients’ nominated bank account.
The feature is available for your investment clients currently using:
- Investment Consolidator
- Investment Manager
- Investment Consolidator II
- Investment Manager II
You can read more about this functionality in this article.
We're here to help
We know you might have some questions, so we’ve written some Help Centre articles to help you and your staff navigate this change.
Simply go to Adviser Help Centre and search for Automatic Income Redirection.
We’ve also written some articles for your clients in case you need more information to share with them:
- What's Automatic Income Redirection?
- Which of my investments can have their income automatically redirected?
- What happens to my Automatic Income Redirection if my nominated bank account changes?
- How do I turn off Automatic Income Redirection?
Alternatively, you can simply direct them to Macquarie Help Centre.
If our Adviser Help Centre articles don’t answer the question you have, please get in touch with us on 1800 025 063.