Connecting to third-party platforms with ESI data feeds

Macquarie’s data feeds provide a secure and efficient way to manage client data.

Your ESI (External Systems Interface) credentials are a unique code and password that allow you to share your clients' data with an integrated third-party provider of your choosing.

Our ESI data feeds can pull your clients’ account, transaction and balance data from the following Macquarie products:

• Macquarie Cash Management Account (CMA)
• Macquarie Cash Management Accelerator Account (Accelerator)
• Macquarie Term Deposit
• Macquarie Wrap.

Important: It’s not possible to generate a data feed for a selected individual client or a specific subset of clients. When you provide your ESI credentials to a third-party application, it will receive data for all eligible accounts under your adviser profile.

Our ESI data feeds connect seamlessly with various third-party providers for:

• integrated accounting and SMSF administration software
• integrated financial planning software and other platforms.

1. Integration: For a third-party platform to receive Macquarie data feeds, they must first be integrated with Macquarie. Integration is always to be initiated by the third-party platform themselves. 
2. Connection: Once the relevant third-party platform has established integration, please contact them directly for instructions on what’s required to complete the connection on their end.
3. Activation: Once connected with a third-party platform, follow the steps below to generate ESI credentials and activate the feed.

For Adviser Online users (advisers or support staff) looking to generate ESI credentials across either Wrap or Cash products, please follow these steps:

1. Log in to Adviser Online
2. Select the user profile icon from the right-hand side of the top menu
3. Select ESI details
4. Select Generate new code
5. On your mobile device, open the Macquarie Authenticator push notification
6. Review the details 
7. Select Approve.

Yes. Third parties, such as lawyers and accountants who need to interact with client data, can also be given access to ESI data feeds. Set up is dependent on the software and its integration with ESI for Macquarie feeds. We recommend that authorised third parties reach out to the relevant software provider for more information on how this can be done.  

Access to these data feeds must be approved by the client.

For Wrap, the process for third parties like accountants or administrators to generate ESI credentials is as follows:

1. Log into Wrap TPA
2. Ensure the ESI tab is selected on the side navigation
3. Select Generate new code
4. On your mobile device, open the Macquarie Authenticator push notification
5. Review the details
6. Select Approve.

To ensure the security of your account, your ESI credentials may be blocked for several reasons, including:

• New credentials generated
• Expired credentials
• Incorrect credential entry

If you’ve verified the ESI credentials are valid and correctly implemented and they’re still blocked, the cause may lie with the third-party platform. For all issues related to the external software itself, including being locked out of your account, you’ll need to contact your third-party software provider directly for support. 

If your account has been blocked specifically due to four incorrect login attempts, you can also contact us via chat for help with unblocking your credentials.

An unresponsive data feed is usually caused by expired ESI details. To check the status of your ESI access:

1. Log in to Adviser Online
2. Select your profile icon from the right-hand side of the top menu 
3. Select ESI details.

You'll see the current ESI details status, expiry date, and the date your current code was requested.