As a broker, you can provide your support staff access to your portfolio in the Broker Portal, with their own log in credentials. Giving support staff access will enable them to securely:
Here’s how you can provide your support staff access to your portfolio in Broker Portal:
As an accredited Macquarie Broker, it’s your responsibility to:
You can review and manage your support staff member’s access to your portfolio in Broker Portal in the Support Staff section of the Broker Portal.
You’ll need to share your support staff member’s contact details, so we can set up their user profile on the Broker Portal. Their contact details will also be used for:
International mobile numbers can generally be used for support staff based overseas.
Support staff can have access to multiple brokers’ portfolios on the Broker Portal. The scenarios below detail the best way to set this up for your staff and your office, including:
Where support staff supports 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 on the Broker Portal. This means when using Broker Portal, to view applications across multiple brokers, they only need to select the broker from the application list, rather than logging out and back in again with a different Macquarie ID.
If your support staff member has received multiple Macquarie IDs from brokers in the same office, this means that the staff member has been added as a new support staff member by multiple brokers. You should remove access for the duplicated support staff in the Broker Portal. Instead, you should provide them with access to your portfolio in the Broker Portal by adding them to your team from the ‘Existing Support Staff Office’ list.
For the purposes of support staff accreditation, ‘same office’ refers to brokers within the same office and same aggregator. An office with multiple locations may not always be considered a ‘same office’.
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 ensure they’re logged into the correct broker to access the relevant applications or existing customers. They’ll also need to link each Macquarie ID to their Macquarie Authenticator.
Check your support staff’s contact information has been entered correctly when you registered them, as any incorrect information will impact the onboarding process.
If your support staff member:
If contact details are incorrect, you’ll need to remove them and register them again, which will issue a new Macquarie ID.
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 Broker 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 the Broker Portal.
There are some scenarios where your support staff will automatically lose access to the Broker Portal. Examples include:
If applicable, you’ll need to re-add your support staff to provide them with access to your new office 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.
You and your support staff will need to agree to the following terms and conditions for them to gain access to the Broker Portal.
Macquarie is committed to providing excellent service and outcomes for its customers and expects the same of all accredited brokers and their staff and those assisting them (‘Support Staff’).
The below requirements set out the minimum standards that Macquarie expects of brokers when providing Broker Portal access to their Support Staff.
By proceeding, I acknowledge and agree to the following:
Any breach of these requirements may result in Macquarie terminating my accreditation and/or taking further steps in connection with any breach.
Macquarie is committed to providing excellent service and outcomes for its customers and expects the same of all accredited brokers and their staff and those assisting them ('Support Staff').
The below requirements set out the minimum standards that Macquarie expects of Support Staff and the commitments you make each time you interact with Macquarie.
By proceeding, I acknowledge and agree to the following:
I also confirm that:
A breach of these terms may result in Macquarie revoking my access to Broker Portal or terminating the accreditation of a broker I assist, and/or taking further action in connection with any breach.
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