Set up, remove and view third party authority for Cash Management Account

You can provide authority to access your accounts to people in your life such as your partner, a family member or a financial intermediary like a financial adviser or an accountant.

Different levels of third party account authorities are available depending on the account you hold. Please refer to our terms and conditions for the definitions and what they’ll be authorised to do.

It’s important to remember that third party authorities allow significant access to your account(s) that would normally be limited to you and/or other account holder(s) only. For your protection, you may need to make further enquiries to understand the scope and powers provided under third party authorities before allowing such access. See What should I consider before setting up third party authority or power of attorney (POA)?

Complete the Individual Third Party Authority form to grant individuals with view access or appointing power of attorney, trustee, guardian/administrator or executor as authorised signatories.

In some instances, extra documentation will be required from the third party, as detailed on the form. See our Guide to completing CMA Third Party Authority forms.

To grant a financial adviser, accountant, stockbroker or SMSF administrator access to view or operate the account using Macquarie Online Banking:

1. Log in to Macquarie Online Banking
2. In the side menu, select the settings icon in the bottom left-hand corner
3. Select Connected people & platforms
4. Select Add connection
5. Select Add a financial services professional
6. Read and complete all required fields
   • To help streamline the process, request your advisers or financial services professional dealer and/or adviser code to avoid delays
7. Select Submit request

You can set this up in Macquarie Mobile Banking App by following the below steps:

1. Log in to Macquarie Mobile Banking
2. Select the menu icon
3. Select View profile
4. Select Connected people & platforms
5. Select Add connection
6. Select A financial services professional
7. Read and complete all required fields
   • To help streamline the process, request your advisers or financial services professional dealer and/or adviser code to avoid delays
8. Select Submit request

You can view individuals who have access to your CMA in Macquarie Online Banking or the Macquarie Mobile Banking app.

In Macquarie Online Banking:

1. Log in to Macquarie Online Banking
2. In the side menu, select the settings icon in the bottom left-hand corner
3. Select Connected people & platforms.

In the Macquarie Mobile Banking app:

1. Log in to Macquarie Mobile Banking
2. Select the menu icon 
3. Select View profile
4. Select Connected people & platforms.

You can then view the list of people who have access to your account.

You can remove a third party authority from your account, in Macquarie Online Banking or in the Macquarie Mobile Banking app.

In Macquarie Online Banking:

1. Log in to Macquarie Online Banking
2. In the side menu, select the settings icon in the bottom left-hand corner
3. Select Connected people & platforms
4. Select Remove a third party authority from my account
5. Read and complete all required fields
6. Select Submit request

In the Macquarie Mobile Banking App:

1. Log in to Macquarie Mobile Banking
2. Select the menu icon
3. Select View profile
4. Select Connected people & platforms
5. Select Remove a third party authority from my account
6. Read and complete all required fields
7. Select Submit request

For urgent requests, including who has authority on your accounts, you can contact us via Q.

See our Guide to completing CMA third party authority forms.

To add new director and/or beneficial owner to your Cash Management Account (CMA), please complete the Change of Directors/Beneficial Owners form and return it to us via the details shown on the form.

We will verify that the new directors/beneficial owners have been added to the entity prior to making any amendments to the account – please ensure that this been updated with ASIC before submitting the form.