You can review and manage your support staff member’s access to your portfolio in the Support Staff section of Broker Portal.
As an accredited Macquarie Broker with registered support staff, it’s your responsibility to:
It’s important to proactively review team members who have access to your Broker Portal. However, we’ll also prompt you periodically in Broker Portal to review your registered support staff list to ensure it’s up to date, including personnel and their contact details.
Support staff can have access to multiple brokers’ portfolios in Broker Portal. The scenarios below detail the best way to set this up for your team and your office, including:
Where support staff works with more than one broker within the same office, they’ll need to be set up initially. Following this, other brokers will be able to:
Your support staff will only need one Macquarie ID to access multiple brokers' portfolios in Broker Portal. To view applications across multiple brokers, they need to select the broker from the application list or search for the application ID.
Where a support staff member supports more than one broker across multiple offices, they’ll need to be set up separately by each broker.
The key difference for support staff in this model is they’ll have a different Macquarie ID and log in details for each broker. That means they’ll need to:
Your support staff member may require multiple Macquarie IDs if they’re registered for brokers who aren’t accredited under the same office.
Alternatively, if the brokers are in the same office, it may occur if each broker has registered the support staff member separately, instead of linking via the ‘Existing support staff office’ list. If this is the case, you’ll need to:
If a support staff member has been registered by another broker in your office and you’re unable to add them to your portfolio, this may be due to:
Also note, an office with multiple locations may not always be considered the same office, (e.g. Office Pty Ltd NSW and Office Pty Ltd VIC) which will impact linking registered support staff.
A support staff member may not be able to see your applications in Broker Portal if they’re registered for multiple brokers, either within the same office or across multiple offices.
If their brokers are:
If they’re still unable to see your portfolio, you’ll need to start a chat with our team in Broker Portal.
Your support staff will automatically lose access to your portfolio on Broker Portal if you:
You’ll need to re-register your support staff to provide them access to your portfolio under your new office entity and/or aggregator.
If we remove your support staff member’s access, we’ll send an email to you and the support staff member to let you know.
To update your registered support staff contact details, you’ll need to remove their access and re-register them with the correct details, which will create a new Macquarie ID for them.
To remove a support staff member’s access to your portfolio in the Portal:
If you’ve accidentally removed access for a support staff member, you can request access for them again, which takes up to five minutes. They’ll receive a new Macquarie ID, which will need to be added to Macquarie Authenticator when they next log in to Broker Portal.
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