Registering your dealer group, adviser or support staff with Macquarie

To register a new dealer with Macquarie, you will need to complete a Macquarie dealer registration form. You can download this form from Adviser Tools.

To complete the form and register a new dealer: 

1. Download and print the correct form depending on whether the dealer group is registered with an Australian Financial Services License (AFSL)
2. The Director(s) of the dealer group will need to sign Section 6
3. Once complete please email this directly to adviser@macquarie.com.

What happens next?

Provided the documents are sufficient, Macquarie will process and email the newly registered dealer staff with their new dealer and access codes.

For dealers who have submitted a Dealer registration form Non-AFSL, all registrations will be reviewed internally first to determine if your registration will proceed. We'll be in touch with you soon with an outcome of the review by email.

There is also a form to register new advisers. For more information see Accessing and navigating Adviser Online.

Changes to licence conditions

If you’re registering as a dealer or adviser to use our products and services, we generally require your AFSL to have certain licence conditions that enable you to advise and/or deal in the products your clients are seeking to link the AFSL holder to. If your licence conditions change throughout the year and you become ineligible to advise or deal in our products, we may stop your access to client accounts and take other actions depending on individual circumstances.

To register a new corporate adviser code, you’ll need to complete a Macquarie adviser registration form. You can download this form from Adviser Tools.

Please note that your dealer must be registered with us before you can set up a corporate adviser code. If your dealer isn’t registered with us, you can sign them up using the instructions on this page.

To complete the form and register a corporate adviser code:

1. Download and print the Macquarie adviser registration form
2. In Section 1 you will need to enter the name of the corporate adviser code and enter the individual details of the chosen servicing adviser from the business. The servicing adviser will need to sign Section 5.
3. We’ll also require a copy of the business’ authorised representative certificate signed on company letterhead by the responsible officer or director of the licence, stating that the business is a representative of the dealer group and has met the set adviser criteria
4. Return the completed form to adviser@macquarie.com
5. Provided the documents are sufficient, Macquarie will process and email the new adviser code to registered email address
6. Use the link in this email to register for a new password online.

New advisers need to complete a Macquarie adviser registration form. You can download this form from Adviser Tools.

Please note, the new adviser’s dealer must be registered with us. If their dealer isn’t registered with us, you’ll need to register them.  

To complete the form and register a new adviser: 

1. Download and print the form
2. The intended adviser will need to sign the form. They will also need to either: 
       a. be on the Financial Adviser Register, or 
       b. provide an Authorised Representative Certificate, or a Letter of Authority (a letter from the Dealer Group with a company letterhead signed by a responsible officer or director stating the Adviser is a representative of the Dealer group).
3. Return the completed form to adviser@macquarie.com
4. Provided the documents are sufficient, we’ll process and provide the newly registered adviser with their new Adviser code and Macquarie Access Code (MAC).
5. The new adviser can use their MAC to register and create a new password online. For more information see Accessing and navigating Adviser Online.

You can also use the Macquarie adviser registration form to gain access to another adviser’s clients or a corporate adviser code. You or a new adviser can do this by completing the applicable section on the form.

There are three access levels for Adviser Online:

1. Enquiry: Provides online view access and the ability to initiate a cash payment for a client. This level will be granted for Macquarie Cash.
2. Limited transact: Provides online view access and the ability to generate investment transactions (which require authorisation by an individual with Transact authority).
3. Transact: Provides online view access and the ability to generate and authorise investment transactions.

For Macquarie products, the following access levels are available:

For details on how to add, change or remove access levels in Adviser Online, read the relevant section below.

As an adviser, it can be helpful to provide support staff with access to Adviser Online.

New support staff members  will need to complete a Macquarie support staff registration form. To download this form:

1. Go to Adviser Tools
2. Click Licensee and Adviser forms
3. Click Support staff registration to download the form
4. Print the form
5. The support staff member will need to complete and sign the form  
6. Any advisers will need to sign the form to approve the support staff’s ability to view their clients
7. Return the completed form to adviser@macquarie.com 

If there are a lot of adviser codes to be loaded, you can attach a letter to the registration form that lists out all the adviser codes. The Director(s) of the business will need to sign this letter and include the required level of support staff authority.

Before registering support staff

As you’re granting a support staff access, it’s your responsibility to:

• consider the eligibility of the individual as to their rights to access and their level of transact access, and
• notify Macquarie immediately of any changes to support staff so access can be altered or removed as required.

Please read the terms and conditions before registering and/or granting support staff access.

You can confirm who has access to your adviser and/or dealer codes within the My access page of Adviser Online.

To change the level of access, you’ll need to complete a Macquarie adviser registration form: 

1. Go to Adviser Tools
2. Click Licensee and Adviser forms
3. Click Adviser registration to download the form
4. Print the form
5. Complete and sign the form. Return the completed form to adviser@macquarie.com

You can update the access level of your support staff member by completing the Macquarie support staff registration form. You can download this form from Adviser Tools.

Your obligations with support staff access

When you’re changing support staff access, it’s your responsibility to:

• consider the eligibility of the individual as to their rights to access and their level of transact access, and
• notify Macquarie immediately of any changes to support staff so access can be altered or removed as required.

Please read the terms & conditions before registering and/or granting support staff access.

To provide support staff with Dealer level access, they’ll need to complete a Macquarie dealer registration form.

1. Go to Adviser Tools
2. Click Licensee and Adviser forms
3. Click Licensee registration (AFSL) to download the form
4. Print the form
5. Complete section 5 of the form.
6. The Director(s) of the dealer group will need to sign the form. Once complete please email this directly to adviser@macquarie.com