As a broker, you can register your support staff (or broker assistants) in our Broker Portal. This will give them their own login credentials with access to your new applications and existing customer portfolio. They’ll also have access to our digital tools including chat and uploading additional documents.
Also see, Managing support staff in Broker Portal if you’ve already set up your team.
Here’s how you can provide your support staff access to your portfolio in Broker Portal:
Once acknowledged, they'll receive a welcome email from us and will be added to your Support Staff list in Broker Portal.
Registering your support staff for Broker Portal will enable them to securely:
If your support staff needs access to multiple brokers' portfolios, see Managing access in Broker Portal.
You and your support staff will need to agree to the following terms and conditions for them to gain access to 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.
Your support staff's contact details will be used for:
International mobile numbers can generally be used to register for Broker Portal if you have support staff based overseas.
Once you've registered a new support staff member, we'll send them a welcome email to their registered email address. This will include their Macquarie ID and information on how to log in to Broker Portal.
Check your support staff member's contact information has been entered correctly when you registered them for Broker Portal, 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.
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