Using the Macquarie Broker Portal

The Macquarie Broker Portal enables you and your support staff to quickly and easily get the information you need online, meaning less time on the phone and more time to spend with your clients and on your business. 

The latest version of the following browsers is supported:  

• Microsoft Edge 
• Google Chrome 
• Mozilla Firefox 
• Apple Safari.  

You can log in to the Broker Portal using your Macquarie ID and password. For both brokers and support staff, you’ll also receive a push notification on Macquarie Authenticator to verify your identity and authorise the log in. Once you’ve logged in, you can securely access a range of features.  

Easily search your existing home loan clients by name or account number. You can then review information such as:  

• Loan structure 
• Limit 
• Live balance 
• Current interest rate 
• Repayment type 
• Fixed rate and interest only expiry dates 
• Remaining loan term and more. 

Live chat is a real-time, two-way communication channel, available through our Broker Portal. It allows you and your registered support staff to connect with one of our broker support officers and get assistance on a wide range of pre-settlement queries.

Prior to starting a chat, check the Broker Portal first. It has information on all your applications and existing clients to support you answering your queries faster.

Our Broker Portal has information always available to you and your support staff.

Within Broker Portal, we’ve introduced security settings to further protect your client’s information and your business, which can be managed through the portal.

To view security settings in Broker Portal, 

• go to the top right corner of your browser
• click the dropdown
• select Security settings from the list.

Here you’ll be able to:

• add Macquarie Authenticator to other devices using your unique QR code,
• update your password, and
• manage your security settings, connected devices and trusted browsers.

Note: Making changes to the above may require verification through Macquarie Authenticator.

There are two security levels to consider for you and your business in Broker Portal. Both require multi-factor authentication through our Macquarie Authenticator app, providing two different layers to verify your identity.

1. Ultimate security level (recommended): the most secure setting, prompting authentication each time you or your support staff log in.
2. Enhanced security level: enables you to trust commonly used devices and browsers, removing the need to authenticate for each log in.

It is critical to always keep your password secure and ensure that no other user has access to your log in credentials. You’re able to update your password via Broker Portal and confirm the change with Macquarie Authenticator.

If you’ve previously enabled other team members to access your Macquarie Broker Portal, it’s important to:

• register your support staff and provide them with their own log in credentials, and 
• change your password.

After setting up Macquarie Authenticator on your mobile devices, you’ll be able to view and manage them through Connected devices in the security setting section of Broker Portal.

If you no longer use a connected device and still have an active device connected, you can remove the device no longer used through Broker Portal. You’ll need to verify the change via a Macquarie Authenticator notification.

If your connected device is lost or stolen and you don’t have any other connected devices, you’ll need to log in to Macquarie Authenticator and select call us from the app. For more information, please see Macquarie Authenticator is not working on our Personal Help Centre.

At any time, you can view and manage your trusted browsers. If you have chosen the enhanced security level, you’ll have the option to trust browsers that you regularly use. When you log in, a pop-up will appear asking if you’d like to trust the browser. If you choose to trust the browser, next time you log in you won’t need to verify through Macquarie Authenticator. 

You should always recognise the browsers connected to your Broker Portal log in. If you notice anything suspicious, contact us via live chat or log into the Macquarie Authenticator app and select call us from the app.

Note: some browsers can’t be added as a trusted browser if they aren’t compatible with the feature or if they’re in private mode.