Your clients will need to approve payments over $30,000 via the Macquarie Authenticator app or via the print, sign and upload method. If your client uses the Macquarie Authenticator app, they’ll receive a notification from the app with the payment details. See Macquarie Authenticator for more information.
Please note you can make one payment every three days.
Submit a payment using the Authenticator method
- Log in to Adviser Online
- Search for a client using the global search bar
- Click Account Overview
- Click Make a payment
- Select the payment type and enter the payment amount
- Confirm payment details. Please note your client will need to approve payments over $30,000.
Submit a payment using the print, sign and upload method
- Log in to Adviser Online
- Search for a client using the global search bar
- Click Account Overview
- Click Make a payment
- Select the payment type and enter the payment amount
- Download the form. You’ll need to print the from and get your client to sign it
- Upload the form to Request Centre.
View status of approvals
You can view the status and progress of payments in Request Centre. This includes payments awaiting client approval via the Macquarie Authenticator app.
Once the client approves the payment, you’ll receive a notification in Adviser Online.