Adviser Online makes it easy to efficiently manage all your clients’ cash and Wrap accounts in one secure, digital portal. You can view enhanced reporting, set up ESI data feeds, receive smart notifications, and more.
To use Adviser Online you’ll need to download and register for the Macquarie Authenticator app (Authenticator app).
To access Adviser Online:
- Visit Macquarie and select Log in
- Click Advisers
- Click Adviser Online
- If this is your first time logging in to Adviser Online, click New to Adviser Online? Register now to register with your Macquarie ID and mobile number
- Once you've registered, from the Download and register for Macquarie Authenticator app page, scan the QR code and follow the prompts to download and link your device to your Macquarie ID
- Select Return to log in
- Enter your Macquarie ID and password
- Follow the prompts on Adviser Online and the Authenticator app to access Adviser Online