Managing adviser alerts for your client accounts

You can set up notifications in Adviser Online for: 

• Cash balance thresholds - We'll notify you when any of your clients’ account balances are greater than or less than a specified amount.
• Insufficient funds for upcoming payments - We'll notify you when any of your clients’ account balances are insufficient to pay a pending Adviser Initiated Payment (AIP) within 5 business days.

Please note, you can only set up notifications across your clients’ Macquarie Cash Management Accounts (CMA). This includes standalone CMAs and Macquarie Wrap IDPS CMAs only.

To view and manage alerts for your clients’ CMAs:

1. Log in to Adviser Online
2. Click the bell icon to the right of the global search
3. Select Settings
4. To turn the insufficient funds for upcoming payment alert on, select the toggle next to insufficient funds for scheduled payments
5. Select Apply.

To turn off these notifications simply click the button again. Don’t forget to apply your changes.

Notifications can help inform you of changes or updates to your clients’ Wrap accounts. They can include:

• corporate actions
• orders that can’t be executed
• account closures
• super to pension switches
• model rebalance completions.