Closing a Cash Management Account or Cash Management Accelerator Account

You can request to close a CMA in Adviser Online provided:

• you’re the primary servicing adviser. Alternatively, any support staff with access to the primary adviser code may also complete the closure.
• the closing balance of the CMA is $0, and the linked Accelerator account is closed (if applicable).

To submit a closure request:

1. Log in to Adviser Online
2. From the global search bar, select Accounts from the drop-down menu
3. Search for your client’s CMA account number or name
4. Select your client’s CMA account
5. Select Account Details
6. Select Close Account
7. Enter BSB & Account details for any accrued interest to be transferred to
8. Review the closure details and follow the prompts to submit the request.

Note, client authorisation is not required.

You can request to close an Accelerator account in Adviser Online provided:

• you’re the primary servicing adviser. Alternatively, any support staff with access to the primary adviser code may also complete the closure.

To submit a closure request:

1. Log in to Adviser Online
2. From the global search bar, select Accounts from the drop-down menu
3. Search for your client’s Accelerator account number or name
4. Select your client’s Accelerator Account
5. Select Account Details
6. Select Close Account
7. Review the closure details and follow the prompts to submit the request.

It typically takes 1 business day to close an Accelerator account.
Once the account is closed:

• the remaining Accelerator balance and any accrued interest will be transferred to the linked CMA
• you can close the linked CMA in Adviser Online.