How often are statements issued for CMA and Accelerator accounts?

By default, Cash Management Accounts (CMA) and Cash Management Accelerator Account (Accelerator) clients will receive their statements in half-yearly cycles. Clients can change this if they want statements more frequently in Macquarie Online Banking. The options for statement deliveries are:

  • Half yearly: January-June, July-December
  • Quarterly: January-March, April-June, July-September, October-December
  • Monthly

Statements are typically available online the day after the last day in the statement cycle, including weekends and remain online for up to ten years.

How often are statements issued for Term Deposit accounts?

Term Deposit account clients will receive their statement in half-yearly cycles.

How can I view and download statements for CMA and Accelerator accounts?

  1. Log in to Adviser Online
  2. Navigate to Clients
  3. Click into your client's account
  4. Select Statements and Reports
  5. Download statements.

How can I view and download statements for Term Deposit accounts?

  1. Log in to Adviser Online
  2. Navigate to Clients
  3. Click into your client's account
  4. Select Statements
  5. Download statements.

How can my client download tax, interest and other reports?

Please refer to the Personal Help Centre article Downloading tax, interest and other reports for content you can share with your clients.

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    Unless stated otherwise, this information is provided by Macquarie Bank Limited AFSL and Australian Credit Licence 237502 (MBL) and does not take into account your objectives, financial situation or needs. You should consider whether it is appropriate for you. Finance is subject to our credit approval criteria. Terms and conditions apply and may change without notice.

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