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?

We’re providing clients with more control over their cash payments with an increase to the daily ‘Pay Anyone’ transfer limit

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.



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.

New Managed funds (September 2020)

Acadian Global Managed Volatility Equity

FSF1240AU **

Atlas Infrastructure Australian Feeder Fund - Hedged

PIM9253AU **

Atlas Infrastructure Australian Feeder Fund - Unhedged

PIM6769AU **

Baillie Gifford Long Term Global Growth Class A

FSF5774AU **

Capital Group New Perspective Fund Hedged (AU)

CIM0008AU **

IFP Global Franchise Fund II

MAQ3060AU **

Macquarie Hedged Index International Equities Fund

MAQ0421AU **
(Macquarie SMA’s only)

Pendal Australian Long/Short Fund

RFA0064AU **

Pendal Sustainable Australian Fixed Interest Fund

BTA0507AU **

Systematic Global Macro Trust - Class B

GMO0006AU
(Super SMA only)

 

New Wholesale Managed Funds (IM)

Ardea Pure Alpha Fund Class I (IM) *

HOW5685AU *

 

Fund like securities

iShares Yield Plus ETF

IYLD **

BetaShares NASDAQ 100 ETF - Currncy Hdgd

HNDQ **

*IDPS only
**IDPS and Super/Pension


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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