Viewing or updating your details

To change your contact details in Macquarie Online Banking:

1. Select your Name in the top menu bar
2. Select the pencil icon next to the contact detail if you'd like to update
3. Complete two-factor authentication 
4. Enter your new details. Note: If you only want the changes applied to specific accounts, be sure to toggle the radio button left to de-select any you don’t want updated. 
5. Select Confirm and a confirmation window will display 
6. Select Save to accept the changes
7. Select Done to return to your profile. 

If you’re unable to do this, or you need to change your mobile number, the best way is to get in touch with us via live chat.

To change your contact details in the Macquarie Mobile Banking app:

1. Select the menu icon in the icon bar from the bottom right corner
2. Select View and edit profile
3. Select the personal and account details you’d like to update
4. Enter your new details. If you only want the changes applied to specific accounts, be sure to toggle the radio button left to de-select any that you don’t want updated.
5. Select Done.

If you’re unable to do this, or you need to change your mobile number, the best way is to get in touch with us via live chat.

You can choose to provide different mailing addresses for one or more of your accounts, but you’ll need to provide us with a single home address to keep on file as your primary address.

You can view and update your home and mailing addresses in Macquarie Online Banking and the Macquarie Mobile Banking app.

To update your name (first name or surname) on your accounts, we’ll need:

1. A certified copy of one of the following documents:

• Your decree nisi
• Marriage certificate
• Birth certificate
• Change of name certificate

Please refer to our certification requirements.

2. A letter signed by you with your old and new signature (or just your old signature if you aren't changing it).

To update your name on your Home Loan accounts, instead of a letter we'll need:

• A certified and witnessed copy of a statutory declaration. On this form you’ll need to state your name has changed and show both your new and old signatures. If you’re changing your name but not your signature, please state that your signature will remain the same.

If you’d also like us to update your name with the Land Titles Office, please let us know when providing these documents and we’ll arrange for a Home Loan Variations Consultant to contact you to discuss. Please note, fees apply for changes made with the Land Titles Office. 

If you'd like to be re-issued a card in your new name, after your request to change your name has been processed you can follow these steps to request a replacement card via Macquarie Online Banking or the Macquarie Mobile Banking app.

To submit your changes, see Where should I send my documents to update my details?

To update your business details on your accounts, we’ll need a few documents from you. These differ depending on the type of change you would like to make:

• Company name changes (ABN/ACN remaining the same)
• Change from a private to public company
• Change the trustee on a trust account.

In addition, if signatories/directors have changed, we’ll need:

• For a Business Savings Account, Individual/Sole Trader ID form
• For all other accounts, Third Party Authority form with the new director/s' signatures and signing instructions, and
• AML identification and supporting documentation.

If your change of corporate entity name relates to your home loan account, call us on 02 8550 5666 (+61 2 8550 5666 from overseas), 9am to 5pm (Sydney time), Monday to Friday.

To make this change we’ll need one of the following documents:

• A copy of the change of name issued by the Australian Securities and Investments Commission (ASIC)
• A copy of minutes of the directors’ meeting signed by at least two of the current signatories (or sole director) at which the company resolved to change the name.

To make this change we’ll need the following documents:

• A copy of change of name form lodged with ASIC, being one of the following:
• Form 205 - Notice of Resolution
• Form 206 - Change of Type Application
• A copy of the minutes of the directors’ meeting at which the company resolved to change the status of the company signed by at least two of the current signatories (or sole director).
• ASIC extract confirming officers of the company.

To add a director to your account please first ensure ASIC has been updated, then complete and return the following documents to digitalbusiness@macquarie.com.

• A completed and signed Individual Identification form   
• A certified copy of ID of the new director.

Please note that certification must be within the last 12 months. A full list of persons qualified to certify your copies can be found in Verifying your identity via certified documents.

To remove a director from your account please first ensure ASIC has been updated, then send a request through to digitalbusiness@macquarie.com.

If your company shareholdings have changed, please email us at digitalbusiness@macquarie.com.

If you would like to update the industry or activity of your Business Savings Account, please get in touch with us via live chat.

To change the name of a trust account that is changing from individual to corporate trustees, we’ll need one of the following documents:

• An amended trust deed showing the relationship between the trust and the new trustee
• Anti-money laundering (AML) identification for the new corporate trustee
• A Macquarie third party authority form for any new directors
• AML identification for any new directors.

To change the name of a trust account that is changing from corporate to individual trustees, we’ll need one of the following documents: 

• An amended trust deed showing the relationship between the trust and the new trustees
• A Macquarie third party authority form for any new trustees
• AML identification for any new trustees.

To update your details, please email the required documents to us and include in the body of the email:

• your Macquarie ID (include all Macquarie IDs if you hold more than one)
• at least one account number
• a contact phone number, in case we need to contact you for more information.

For Business Savings Accounts, please email your documents to digitalbusiness@macquarie.com.

For all other products, please email your documents to transact@macquarie.com.

If you can’t obtain the required identity documents, please contact us via live chat.