Client authorisation to trade on Adviser Online

In order to trade on clients’ accounts, an adviser with Full Transact access with need to authorise the trade. They can do this by providing their Macquarie ID and password.

1. Log in to Adviser Online
2. Click Transacting on the Adviser Online menu beneath the Macquarie icon and select Work in progress
3. Select view orders
4. Search for the trade by either:
   • Searching the account by name or number in the search bar
   • Searching by Adviser, Product, Order Source, or trade Status dropdown menus
5. Select the order ID
6. Confirm the order details and the client declaration is correct. If they aren’t you can amend them by selecting Edit Orders
   • When purchasing a new managed investment or Separately Managed Account (SMA) for a retail client, you'll be required to answer questions relating to design and distribution obligations, asking you to confirm whether personal advice been provided before recommending that the account holder(s) proceed with the new transaction
   • If personal advice hasn't been provided, you’ll be required to confirm that the distribution conduct is consistent with the product’s Target Market Determination(s) (TMDs)
7. Enter your Macquarie ID and password then select Authorise Orders.

Once you have authorised the order the status of the order in the Work in progress – orders page should update. 

Please note that mobile, email address and occupation are all compulsory fields to complete before proceeding.  

Where personal advice hasn't been provided and the distribution conduct isn't within the TMD, the transaction won't be able to proceed on a retail account.