Most recent

DescriptionLink

September 2025 Digital Download

Our goal is to make Adviser Online your single portal to manage every core adviser function. Read about the important step we’re taking in this journey to simplify and streamline your day-to-day digital experience.

View article

August 2025 Digital Download

Last month, we introduced a digital form to roll over external funds into your clients’ super accounts. This is integrated with Macquarie Authenticator, making it secure and easy to use, and will replace the paper form.

View article

July 2025 Digital Download

This month, we uplifted the Adviser Online Client Overview screen to provide you with better transparency into your clients' Macquarie Authenticator registration progress.

View article

June 2025 Digital Download

This month, we’ve made significant improvements to Request Centre and have given your team greater visibility on the status of requests.

We’ve also introduced new chat features that allow you to initiate a chat with us when it’s most convenient for you. 

View article

May 2025 Digital Download

This month, we’ve made significant enhancements to the Adviser Help Centre, including a new Google-powered search engine and improved content to help you find the information you need more quickly and efficiently.  

View article

April 2025 Digital Download

This month, we’re pleased to introduce new serviceability features and enhancements designed to simplify and streamline your experience with our platform.  

View article

March 2025 Digital Download

We’re continually evolving your digital experience by uplifting and migrating reporting features from Wrap Online to Adviser Online.  

View article

November Digital Download and 2024 wrap up

Our final Digital Download of 2024 outlines changes and updates we’ve made to our platform and products in November, as well as a summary of key releases and updates this year.

View article

September 2024 Digital Download

Read about the tools we're developing to help you efficiently manage your clients’ account.

View article

August 2024 Digital Download

You’ll soon be able to benefit from significant improvements we’ve made to the Wrap term deposit maturity election process.

View article

July 2024 Digital Download

We’re expanding our pension functionality in Adviser Online, and soon you’ll be able to roll over your pension clients into an APRA regulated fund or SMSF.  

View article

June 2024 Digital Download

You can now generate consolidated report packs which include your clients’ portfolio performance using Report Builder in Adviser Online.

View article

May 2024 Digital Download

We're increasing the visibility over your clients’ portfolio's performance in Adviser Online.

View article

April 2024 Digital Download

We’re excited to release an uplifted experience when making SMA income elections for your clients.

View article

March 2024 Digital Download

We’ve delivered some exciting features and enhancements to elevate your online experience and maximise efficiency.

View article

February 2024 Digital Download

As we dive into 2024, we’re excited to share what we’re working on to help you deliver exceptional service to your clients.

View article

Platform enhancements

Recent updatesLink

October Digital Download

Read more about how you can initiate your clients mobile number update via live chat plus other updates and changes we’re making to our platform and products.

View article

June Digital Download

You can now generate consolidated report packs which include your clients’ portfolio performance using Report Builder in Adviser Online.

View article

May Digital Download

We're increasing the visibility over your clients’ portfolio's performance in Adviser Online.

View article

April Digital Download

We’re excited to release an uplifted experience when making SMA income elections for your clients.

View article

March Digital Download

We’ve delivered some exciting features and enhancements to elevate your online experience and maximise efficiency.

View article

DocuSign® instructions for Cash & Wrap products

In addition to the suite of digital solutions we currently offer to help you and your clients manage requests, we’re now also supporting DocuSign® signatures.

View article

We've been listening to your feedback

Your new Adviser Online portal went live in April 2019 to make managing your clients easier. Since then, we've received valuable feedback on what you like, and also what could be improved. 
 
View article

Greater investment choice for your wholesale clients

We’re excited to let you know that with the introduction of IM funds, we’re expanding the investment opportunities available for your wholesale/sophisticated wrap investment clients.

View article

Digital Download

Digital DownloadLink

February Digital Download 2025

As our platform development journey continues, we’re excited to share the first of many updates in our February Digital Download.

View article

November Digital Download and 2024 wrap up

Our final Digital Download of 2024 outlines changes and updates we’ve made to our platform and products in November, as well as a summary of key releases and updates this year.

View article

October 2024 Digital Download

Read more about how you can initiate your clients mobile number update via live chat plus other updates and changes we’re making to our platform and products.

View article

September 2024 Digital Download

Read about the tools we're developing to help you efficiently manage your clients’ account.

View article

August 2024 Digital Download

You’ll soon be able to benefit from significant improvements we’ve made to the Wrap term deposit maturity election process.

View article

July 2024 Digital Download

We’re expanding our pension functionality in Adviser Online, and soon you’ll be able to roll over your pension clients into an APRA regulated fund or SMSF.  

View article

June 2024 Digital Download

You can now generate consolidated report packs which include your clients’ portfolio performance using Report Builder in Adviser Online.

View article

May 2024 Digital Download

We're increasing the visibility over your clients’ portfolio's performance in Adviser Online.

View article

April 2024 Digital Download

We’re excited to release an uplifted experience when making SMA income elections for your clients.

View article

March 2024 Digital Download

We’ve delivered some exciting features and enhancements to elevate your online experience and maximise efficiency.

View article

February 2024 Digital Download

As we dive into 2024, we’re excited to share what we’re working on to help you deliver exceptional service to your clients.

View article

Contact us

Need help? If you’re an adviser, please contact us via live chat in Adviser Online. If you’re a client, please call

1800 806 310

Chat with us today

Use Live chat to connect directly with one of our experts.

Help and support

Visit our Adviser Help Centre and search our adviser FAQs.

Additional information

Unless stated otherwise, this information has been prepared by Macquarie Bank Limited AFSL and Australian Credit Licence 237502. It is provided for the use of licensed and accredited brokers and financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.