To register for Macquarie Online Trading, both you and your dealer must be registered. If your dealer is already registered, you only need to provide the adviser requirements below.
Have your dealer complete the below 2 forms:
We’ll also need a copy of the professional indemnity insurance certificate for your dealer.
Complete the Adviser registration form ensuring Macquarie Online Trading and Macquarie Cash Products is selected in Section 3.
Once all forms have been completed, they can be emailed to firstname.lastname@example.org. We’ll then register you for Macquarie Online Trading.
Registering as a dealer or adviser
If you’re registering as a dealer or adviser to use our products and services, we generally require the AFSL to have certain licence conditions that enable them to advise and/or deal in the products their clients are seeking to link the AFSL holder to. If your licence conditions change throughout the year and you become ineligible to advise/deal in our products, we may stop your access to client accounts and take other actions depending on individual circumstances.
Yes. Macquarie Online Trading allows both you and your client to trade on their account.
The following articles show how your client can trade online:
All Macquarie Online Trading (MOT) accounts need to be linked to a Macquarie Cash Management Account (CMA).
If your client already has a CMA in the same name as the trading account you are opening, you can open a MOT account and link it to the existing CMA.
If your client doesn’t have an existing CMA, you can open a MOT and CMA with a single online application.
For more information on opening a CMA/MOT, see How do I open a Macquarie Online Trading account?