Your ESI (External Systems Interface) details are a unique code and password that allows you to share your client’s data (account, transaction and balance data) with select third party providers of your choosing.
Your client’s Macquarie Cash Management Accelerator Account (Accelerator) (product code: CHI) is included in the ESI data feeds which can be integrated in financial planning software.
For security reasons, ESI details expire one year after they’re created. We recommended updating your ESI details before they expires. See below for details.
An unresponsive data feed is usually caused by expired ESI details. To check the status of your ESI access:
You will 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 then you need to generate a new code (see below).
If your ESI details are active and correctly entered into your external system and you are 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 adviser@macquarie.com
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. This will also expire any previously generated ESI details.
If you registered for Adviser Online before November 2020 you may encounter an error when trying to generate a new ESI details secure code in Adviser Online.
You can resolve this issue by:
Although you’re already registered and a user of Adviser Online, completing either process will ‘reset’ your Macquarie Access Code. Please note, you’ll need to reset your password if you complete the New to Adviser Online registration process.
You can also generate a new ESI via Macquarie Wrap by selecting Reporting > Client & Adviser > Set up ESI authentication details.
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 of choice 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.
