ESI access codes

Your ESI (External Systems Interface) details are a unique code and password that allows you to share your clients' data (account, transaction and balance data) with select third party providers of your choosing.

Your clients' Macquarie Cash Management Accelerator Account (Accelerator) (product code: CHI) is included in the ESI data feeds which can be integrated in financial planning software. 

Expiry of ESI access codes

For security reasons, ESI details expire one year after they’re created. We recommend updating your ESI details before they expire. See below for details.

Unresponsive data feeds

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. Click your profile icon from the right-hand side of the top menu and click ESI details.

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

If your ESI details are active but you have an unresponsive data feed double check that your ESI details are entered correctly into your external system.

If your code is inactive, you need to generate a new code (see below).

If your ESI details are active and correctly entered into your external system and you're still having trouble, please contact your software provider for troubleshooting.

If you’re still having issues connecting your data feed, please contact your Relationship Manager or Macquarie Adviser Services at

Generate new ESI details

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

Your new ESI details are effective immediately but you’ll have to update any system with the new details before it can begin successfully requesting client data. Once you generate new ESI details, any details you had generated previously will not work anymore.

You can also generate a new ESI via Macquarie Wrap by selecting Reporting > Clients & Adviser > Set up ESI authentication details.

Access for accountants

Your client's accountant may be able to interact with your client’s data in their software of choice.

Set up is dependent on the accountant’s software and its integration with ESI. We recommend that your client’s accountant reach out to their software provider for more information on how this can be done.

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Everyone at Macquarie is commited to providing our clients with the highest standard of products and services available. If you have feedback we would like you to tell us about it. 

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