Access Adviser Online

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:

  1. Visit  Macquarie and select Log in
  2. Click Advisers
  3. Click Adviser Online
  4. 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
  5. 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 
  6. Select Return to log in
  7. Enter your Macquarie ID and password
  8. Follow the prompts on Adviser Online and the Authenticator app to access Adviser Online

Register for Adviser Online

If you're a new user, your welcome notification will include instructions for first-time registration.
 
Before you can register, you’ll need your Macquarie ID and mobile phone ready.
 
Once you’re on the Register for Adviser Online page:

  1. Enter your Macquarie ID and mobile number
  2. Click Submit
  3. Complete the verification step
  4. Create your password
  5. Select Submit
  6. Complete your security questions
  7. Select Submit
  8. 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
  9. Select Return to log in
  10. Enter your Macquarie ID and password
  11. Follow the prompts on Adviser Online and the Authenticator app to access Adviser Online.

What you can do in Adviser Online

Adviser Online lets you check on your clients’ accounts, update your profile and settings, manage payments and transactions, and view reports. You can also use it to access Request Centre and download useful tools like the Little Black Book.

Read the relevant section below for instructions on how to do key tasks:

Update your account details or password

To view your details, view and set notifications, view your security information, change your password, check on the status of your ESI (used for downloading data into external software) and review important legal information, click on your user profile dropdown menu.

Change notification preferences

Access notifications and change your notification preferences by clicking the bell next to the search bar. You can set global notifications for your clients’ cash accounts:

  • Cash balance thresholds
  • Insufficient funds for upcoming payments.

You can also use the notification bell to access your Wrap notifications:

  1. Click the bell notification button next to your profile and click View wrap alerts
  2. Click your adviser code
  3. Click the number under alert details to see your wrap alerts sorted by date.

Access Wrap Online

Adviser Online is now the single point of entry to Wrap Online.

To improve the Adviser Online and Wrap Online user experience, we’ve added a redirection to the Wrap Online log in page. This means if you access Wrap Online directly, you’ll be automatically redirected to Adviser Online.

To make it easier for you to access Adviser Online, we recommend you add the Adviser Online log in page to your bookmarks.

You can easily navigate to Wrap Online from Adviser Online. Log in to Adviser Online and select the Go to Wrap Online button in the top right-hand corner of the dashboard.

Chat to us on Adviser Online

Chat in real-time with an adviser consultant Monday to Friday, 8am to 7pm Sydney time (excluding public holidays).

Resolve a complaint

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. 

Talk to us today

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