Read more about updates we've made to Adviser Online, our CMA account opening process, certification requirements and more. 

We’ve made some enhancements to Adviser Online including the addition of new training videos and the ability to open a new account for Wrap, Macquarie Online Trading, Term Deposit or CMA, all from within the platform. 


What's new?

Do all your account opening in the one place

You can now open a CMA, Accelerator, Term Deposit, Macquarie Online Trading and Wrap account all from the one place in Adviser Online. After you log in, simply select ‘Applications’, which is accessible from the side navigation, and you’ll be able to choose the product and start the online application. 

Any pending applications already submitted will also be visible so you can keep track of them in the one spot. Learn more here

Experience a faster, more streamlined account opening process for CMA applications

We’ve streamlined the CMA application process so that an account number is generated once you select ‘Save and continue later’ in an Online or Print, Sign and Email application. If you’ve previously selected ‘Generate account number only’ to quickly generate a CMA account number for your client, you can now instead start an Online or Print, Sign and Email application.


Changes to certification requirements

We now require all documents to have been certified within the last 12 months, at the time of acceptance by us. Visit Adviser Help Centre to learn more about certification requirements.


Watch and learn: new videos on Help Centre 

We’ve created a help centre article, ‘How do I use Adviser Online?’, which contains all of our training videos o help you use Adviser Online and perform common admin functions for your clients on our platform. Some recent videos just added include: 

  1. How do I apply for a new CMA for my client?
  2. How can I customise an SMA?
  3. How do I create a model portfolio? 
  4. How do I run a portfolio review report on my clients Wrap account?
  5. How do I amend Term Deposit maturity instructions?  
  6. How do I check to see if my client will remain within the Investment Limits?
  7. How do I turn on Dollar Cost Averaging?

We now have a total of 25 videos available on Adviser Help Centre for you to view. 


Adviser Online enhancements coming soon

Search by client name and access account information faster in Adviser Online

You’ll soon be able to search by client name, as well as account name from the main search bar in Adviser Online. After searching for your client, you’ll then be able to access a ‘Client overview’ page which will display contact information for your client and lists their accounts, so you can more easily drill-down into the relevant account information.

New updates are being made to features on Adviser Online and you’ll soon be able to:

  • register as a new user directly from the log in page
  • download a Centrelink advice report directly from the portal
  • retrieve your Macquarie Access code
  • receive new emails and notifications for things such as when you lock your access code. 

We've added more managed funds for you to choose from

Your choice of funds and SMAs continues to grow so you can offer your client a highly tailored investment portfolio. Choose from 700+ managed investments on platform and 170+ SMAs across 40+ SMA managers.

New Managed funds (October 2020)

Antares Ex-20 Australian Equities Fund

PPL5308AU**

Aoris International Fund (Hedged) Class D

PIM1812AU**

Ausbil Active Sustainable Equity Fund

AAP3940AU**

DNR Capital Australian Equities Income Fund

PIM8302AU*

MFS Emerging Markets Equity Trust

ETL0334AU**

Realm Strategic Income Fund - Enduring Units

OMF5868AU**

 

New Wholesale Managed Funds (IM)

Antler Global Fund – Australia (IM)

BQC6386AU*

Neuberger Berman PRIMA Trust (IM)

NBA8884AU*

Perennial Private to Public Opportunities Fund No. 2 (IM)

WPC4510AU*

Spire US Data Centre Colocation Fund (AUD) (IM)

SPI2750AU*

 

Fund like securities

ActiveX Ardea Real Outcome Bond Fund

XARO**

BetaShares Global Sustainability Leaders ETF Currency Hedged 

HETH**

VanEck Vectors Mstar Aus MOAT Income ETF

DVDY**

VanEck Vectors Vid Gaming and Esport ETF

ESPO**

VanEck Vectors Mstar Wrld Ex Au Wide ETF

GOAT**

VanEck Vectors Glob Hlthcare Leaders ETF

HLTH**

*IDPS only
**IDPS and Super/Pension


Adviser Help Centre: your one-stop-shop for common questions and answers

Adviser Help Centre now has more than 750 articles, covering a range of topics we know you and your staff often need help with. The top three trending articles viewed last month were:

  1. How can I make Adviser Initiated Payments (AIP) from the cash account?
  2. How can I tell if my client’s tax report is ready?
  3. How can my clients add funds into their account (including contributions and rollovers)?

Request Centre

Request Centre allows you to submit and manage requests in a faster, easier and more secure way. It’s ready for you and your staff to submit new requests via Adviser Online.

Need help?

Get in touch with us if you’d like more information regarding any of these updates.

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