Opening an Accelerator account for your client

You can open a Macquarie Cash Management Accelerator (Accelerator) account and CMA (or Wrap Cash account) at the same time, or open a new Accelerator account and link it to an existing CMA or Wrap Cash account.

Your clients can only have one Accelerator linked to each CMA or Wrap Cash account.

You can open an Accelerator account alongside all CMA structures, including SMSFs.

You can complete a short-form online application in Adviser Online, and we’ll replicate your client’s CMA details in the new Accelerator account.

To open a new Accelerator account:

1. Log in to Adviser Online
2. Select Clients from the menu under the Macquarie Icon and select Accounts
3. Search for your client’s CMA/Wrap Cash account and select on the account name
4. Select Quick links in the top right corner
5. Select Open an Accelerator account and complete a short-form application. 

Once your client approves the application, we’ll open the Accelerator account and send a confirmation email to your client. 

The following details will be copied across from your client’s existing CMA or Wrap Cash account to their linked Accelerator account:

• Account details
• Contact details
• Tax File Number (TFN)
• Primary adviser. Please note, this includes view authority and Accelerator Account Transfer authority to allow them to transfer between the client's CMA and Accelerator.
• Any other financial services professional or financial services company with view authority on the CMA.

The following details will not be copied across from your client’s existing CMA or Wrap Cash account to their linked Accelerator account:

• Any linked accounts
• Third party authorities (not listed above, including individuals loaded as authorised signatories or other financial services professional or financial services company authorities)
• Any services on the accounts (e.g. direct debits)
• Any contact details if your client provides a different mobile number and email address on the application. As the email address is taken from the client's existing profile, your client will need to contact us to amend these details.

If your client wants to set up third parties on the account, they'll need to fill out a third party authority form.

1. Your client will receive an email inviting them to accept the product terms and conditions:
   • Your client will receive multiple emails if more than one Accelerator account was opened at the same time 
   • For joint accounts, both account holders will receive an email and must accept the terms and conditions
   • If there are any outstanding items, we’ll send a request to the email address provided on the application. 
2. Once the Accelerator account is opened, your client will receive a welcome email for every account opened. 

All correspondence is sent by email as the Accelerator is a digital product.

Accelerator accounts are generally opened within 1 business day.

Processing times begin only when we’ve received all necessary information and additional documents for the application. To avoid delays, please ensure you’ve completed all forms and uploaded all supporting documents before submitting.

See what you need to open a CMA for:

• an individual or joint application
• an unregulated trust (e.g. family trust)
• a Self-Managed Super Fund (SMSF)
• a company or business
• a sole trader
• an incorporated association or body.