Read about recent updates in the September Digital Download

Read more about Conga Sign and Adobe Sign, our new training videos and further enhancements being made to Adviser Online. 

We’re now accepting certain forms via Conga Sign and Adobe Sign, have added seven new training videos and are pleased to announce new enhancements being made to Adviser Online.

What's new?

We’re making it easier for you and your clients to sign and submit forms

Following the acceptance of forms and documents executed using DocuSign, we’re now accepting the same forms or documents using Conga Sign and Adobe Sign.

As with DocuSign, you or your client will need to arrange execution of the form or document and you can submit these through Request Centre or using their registered email. The audit trail/certificate of completion must also be provided.

An improved online experience for SuperOptions clients

As we work to provide a consistent online experience for all of our wrap and super clients, we’ve recently transferred all SuperOptions clients into Macquarie Wrap. These clients will now benefit from an improved online experience, and access to more portfolio reporting and digital tools than before. 

Existing enquiry access has been added to your cash client’s Accelerator accounts

To ensure approved third parties can also see your client’s cash and data for linked Accelerator accounts, we’ve added those who had enquiry access on the CMA to Accelerator as well.

Common third parties include data software providers that you may use for reporting and data on your client’s cash accounts.

If you or your client want to remove any of the third parties from having enquiry access, please email us at adviser@macquarie.com with an instruction to remove the party/entity from the CMA and/or Accelerator account. Please provide the relevant account number/s in this instruction.

What's next?

Clients who have downloaded the Macquarie Authenticator app (Authenticator) will soon be able to transfer funds up to $100k per day using the online ‘Pay Anyone’ function via Macquarie Online or Macquarie Mobile Banking . We expect this to be available mid-November. You can keep an eye on updates to this new feature here.

Authenticator provides extra security and is easy to download and use. Learn more about Authenticator here.

Watch and learn: new videos on Help Centre

We’ve released a number of videos onto Adviser Help Centre to assist you with your Adviser Online queries. These demonstrate the below:

• How do I use the fee calculator?
• How can I create a Wrap group?
• How can I transact for my Wrap clients online?
• How do I turn on Automatic Cash Management?
• How do I move clients from existing Consolidator / Manager products to the new Macquarie Consolidator II and Manager II products?
• How do I apply for Accelerator if my client already has an IDPS?
• How can I amend my client’s pension payments? (Increase or decrease)

We now have 13 training videos available on Adviser Help Centre for you to view. 

Helping you manage cash and cash equivalents

Continue to provide valuable advice and provide insights in an increasingly complex cash environment by learning more about our cash products in our cash alternatives whitepaper.

New Adviser Online enhancements

An easier way to locate and view your contact options

In the August digital download, we mentioned that the ‘contact us’ page was going to be revamped. If you haven’t already seen, you’ll now be presented tiled ‘cards’ that contain contact details for different areas of Macquarie Bank and for the products and solutions you use.

We’ve updated the look and feel for Product Updates and Investment Updates
We’ve redesigned the look and feel of Product Updates and Investment Updates in Adviser Online. As part of this update we also relocated the Investment Menu button which is now located in the top right hand corner of the homepage.

Adviser Online enhancements coming soon

More Adviser Online enhancements are on the way. Soon you’ll be able to:

• Access your Wrap account clients' statements and tax reports
• View a Wrap account details report where you can see all your Wrap accounts with your clients key account details
• Open a new Wrap, Cash Management Account, Term Deposit or Macquarie Online Trading account and be directed to the account opening process whilst on the portal
• Access pending applications for Cash Management Accounts, Term Deposits or Macquarie Online Trading Accounts.

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.

*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 articles viewed last month were:

1. How can my client make payments into their cash account?
2. What does the narration of “Rebate of Adviser Commission” mean?
3. How can I make Adviser Initiated Payments (AIP) from the cash account?

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.