How do I access Adviser Online?

You can manage all your clients’ Cash and Wrap accounts in Adviser Online. The portal allows you to view enhanced reporting, set up ESI data feeds, receive smart notifications and more in one secure, digital platform.

To use Adviser Online you’ll need to download and register for the Macquarie Authenticator app.

To access Adviser Online:

  1. Visit Macquarie and select Log in
  2. Click Advisers
  3. Click Adviser Online
  4. If this is your first time logging in to Adviser Online, click New to Adviser Online? Register now to register with your Macquarie ID and mobile number
  5. Once you've registered, from the Download and register for Macquarie Authenticator app page, scan the QR code and follow the prompts to download and link your device to your Macquarie ID 
  6. Select Return to log in
  7. Enter your Macquarie ID and password
  8. Follow the prompts on Adviser Online and the Macquarie Authenticator app to access Adviser Online.

What can I do in Adviser Online?

Adviser Online lets you check on your clients’ accounts, update your profile and settings, manage payments and transactions, and view reports and resources.  

Read the relevant section below for instructions on how to:

Search for a client

 
  1. From the global search bar, click Clients from the drop-down menu
  2. Search for your client’s name
  3. Click their name from the drop-down list.

Search for a client’s account

You can find a client’s account in two ways:

Option 1 – Account search

  1. From the global search bar, click Accounts from the drop-down menu
  2. Search for your client’s account number or name
  3. Click their account name from the drop-down list.

Option 2 – Side navigation 

  1. Hover your mouse over Clients in the menu and click Accounts
  2. Search for the account in the account search bar by using either the account number or name
  3. Click their account name from the results presented.

See which product(s) your client holds

You can see product names and codes on all client reporting and online screens. These product names and codes can be used to help determine which product your client is using.

The product codes for the Series II Wrap products are:

  • IL – Investment Consolidator II – Engage
  • ID – Investment Consolidator II – Elevate
  • SL / PL – Super and Pension Consolidator II – Engage
  • SD / PD – Super and Pension Consolidator II – Elevate
  • IN – Investment Manager II
  • SN / AN – Super and Pension Manager II

Search for transactions on an account

There are three ways you can search for transactions:

Option 1 – Account search

  1. From the global search bar, click Accounts from the drop-down
  2. Search for your client’s account number or name
  3. Click their account name from the drop-down list
  4. Click Transactions
  5. For a Wrap account, click either the Cash or Investment tab
  6. Search for a transaction in the search bar or use the filters to refine your search.

Option 2 – Client search

  1. From the global search bar, search Clients from the drop-down menu
  2. Search for your client’s name
  3. Click their name from the drop-down list
  4. From the Client overview page, click the account from the Accounts section on the page
  5. Click Transactions
  6. For a Wrap account, click either the Cash or Investment tab
  7. Search for a transaction in the search bar or use the filters to refine your search.

Option 3 – Side navigation

  1. Hover your mouse over Clients in the menu and click Cash transactions
  2. Search for a transaction in the search bar or use the filters to refine your search.

Change notification preferences

Access notifications and change your notification preferences by clicking the bell next to the search bar. You can set global notifications for your clients’ cash accounts:

  • Cash balance thresholds
  • Insufficient funds for upcoming payments.

You can also use the notification bell to access your Wrap notifications:

  1. Click the bell notification button next to your profile and click View wrap alerts
  2. Click your adviser code
  3. Click the number under alert details to see your wrap alerts sorted by date.

Customise the main menu

The Adviser Online menu is located on the left-hand side of the screen. From here you can navigate the Adviser Online site.

By default, the menu is pinned to the side of the screen. If you want to un-pin the menu, click the blue thumbtack icon at the bottom of the pinned menu.

To access the un-pinned menu, hover over the three lines underneath the Macquarie icon. From here you will be able to see the options available to you. To re-pin the menu:

  1. Hover your mouse over the three lines underneath the Macquarie icon
  2. Click the thumbtack icon Pin menu at the bottom of the menu. It will turn blue to indicate the menu is pinned again.

Update contact details

To ensure your access remains secure, it’s important to have up-to-date contact details. We’ll also need these if we need to contact you.

To check if your details are up-to-date:

  1. Log in to Adviser Online
  2. Select the icon next your name
  3. Click on My profile

On the My profile page, you can view the following details:

  • your Macquarie ID
  • when you last accessed Adviser Online
  • when you last changed your password
  • your email address
  • your contact number
  • your office and mailing address.

Update mobile number

To update your mobile phone number, please get in touch with us via live chat.

Update bank account details for fees and commission payments

If your bank details change, you can update them to ensure that your fees and commissions are paid to the correct account. Please note that any change to your bank account details will be applied licence-wide and will affect all advisers under that dealer. You can’t update details for one specific adviser.

To update the bank details, you’ll need to provide us with the new bank details on the dealer letterhead. This must confirm the new banking details and be signed by two directors of the dealer.

This form can be uploaded via Request Centre on Adviser Online.  

Access Request Centre

See Using Adviser Request Centre.

Access Wrap Online

Adviser Online is now the single point of entry to Wrap Online.

To improve the Adviser Online and Wrap Online user experience, we’ve added a redirection to the portal selection page if you try to access Wrap Online directly.

To make it easier for you to access Adviser Online, we recommend you add the Adviser Online log in page to your bookmarks.

You can easily navigate to Wrap Online from Adviser Online. Log in to Adviser Online and select the  Go to Wrap Online button in the top right-hand corner of the dashboard. 

How do I change my password in Adviser Online?

You can change your password from My security or via the log in page.

To change your password from My security:

  1. Log in to Adviser Online
  2. Select the icon next to your name
  3. Select My security
  4. Select Update password
  5. Enter your new password. We recommend picking a secure password and avoid easy-to-guess clues like your birthday or name, or commonly used passwords.
  6. Make sure your password:
    • is between 8 and 256 characters long – that means you can use several words with spaces;
    • doesn’t repeat the same character more than three times in a row;
    • contains at least two letters; and
    • contains at least one character that isn’t a letter (number, space, or punctuation)
    • is not one of your previously used passwords
  7. Click Update
  8. On your mobile device, open the Macquarie Authenticator push notification
  9.  Review the details
  10. Click approve.

To change your password from the log in page:

  1. From the Log in to Adviser Online page, select Forgot log in details?
  2. Select Forgotten your Password
  3. Enter your Macquarie ID and mobile number
  4. Click Submit
  5. On your mobile device, open the Macquarie Authenticator push notification
  6. Review the details
  7. Click Yes, reset
  8. Click Dismiss
  9. From the Adviser Online log in page, create your new password
  10. Click Submit.

How can I retrieve my Macquarie ID?

Your Macquarie ID is an 8-digit number you need to log in to Adviser Online. If you don't know it or have forgotten it, you can retrieve it via the Adviser Online log in page.

  1. From the Log in to Adviser Online page, select  Forgot log in details?
  2. Select Forgotten your Macquarie ID
  3. Enter your last name, date of birth, and the email address you have registered with us
  4. Click Submit.

If the details match what we have on file for you, you’ll receive an email with your Macquarie ID. 
 
You can log in any time with your retrieved Macquarie ID using your current password. If you’ve forgotten your password, you can reset it by following the steps above.

Can I share my Macquarie ID with another staff member?

As part of our established fraud controls, each individual staff member will need to register for their own access code and keep their login information private. To register, please complete the relevant form located in Adviser Tools. Please note, if you share your Macquarie ID, we will be required to lock your access code and speak with you to unlock your Macquarie ID.  

How can I check my access details in Adviser Online?

Within your profile drop down, there is the ability to view your access details. The My access page displays the access details of the Macquarie ID that has logged in as well as details about those adviser and dealer codes and who else has access.

  1. Log in to Adviser Online
  2. Select your profile
  3. Click on My access

Depending on the access level of the Macquarie ID logged in, either a dealer Macquarie ID or an adviser Macquarie ID, the user can view the access details of the associated dealer codes and adviser codes.

For more information on how to update or remove access to an adviser code, see Using ESI codes and data feeds.

Why can’t I log in to Adviser Online?

There are a few reasons why you might not be able to log in to Adviser Online. Here are some ways you can troubleshoot your issue:

  1. Make sure you’re registered as an adviser
    Although you may have used Macquarie products before, it’s important to make sure that you’re registered to use Adviser Online.
  2. Make sure you’ve set up the Macquarie Authenticator app (Authenticator app)
    To use Adviser Online, you need to download and register for the Macquarie Authenticator. The Authenticator app is our most secure verification method. It’s a standalone mobile app that sends you actionable push notifications to verify certain actions and account changes.
  3. Make sure your Macquarie ID is correct
    Your Macquarie ID is an 8-digit number that lets you log into Adviser Online.
  4. Reset your password
    If you can’t remember your password, you can easily reset it. You'll just need your mobile and the Macquarie Authenticator app.
  5. Change your internet browser
    If you see an error message that says 'A system error has occurred', the problem might be related to your internet browser. Try using a different browser to log in to see if that fixes your issue. We always recommend using Chrome.
  6. Try another device
    If you’re still experiencing problems, you may want to try logging in on a different device. If that still doesn’t help you, please contact us on 1800 808 508.

What if my client has forgotten their Macquarie ID or password?

You are unable to perform the following actions on behalf of your client: 

  • retrieve their Macquarie ID 
  • change or reset their password 
  • unlock their Macquarie ID 
  • merge multiple Macquarie IDs into one

Please refer to the Personal Help Centre Macquarie ID and passwords page for content you can share with your clients.

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