Consent to access account information

Enquiry authority allows a third party to have access to information about your account including your account data.

A third party appointed with enquiry authority will be able to view your account details (BSB, account number, and account name), account balance and transaction history.

Enquiry authority doesn’t allow the third party to make withdrawals from your account, changes to your account details or close your account.
 

Appoint additional parties on your cash accounts

You need to complete a Third Party Authority (TPA) form to appoint additional third parties on your cash accounts. There are two versions of the form: 

  • To appoint a Financial Services Professional or Company complete this form.
  • To appoint another individual, complete this form.

Enquiry authorities added to your linked Cash Management Account (CMA) will be replicated onto your Macquarie Cash Management Accelerator Account (Accelerator).

In the TPA form, you can also appoint third parties with Limited Funds Transfer Authority on your Accelerator account. This allows them to transfer funds interchangeably between your CMA and Accelerator account.

Why Macquarie replicates enquiry authorities

We’ve received feedback that clients’ cash deposits aren’t fully visible to their secondary brokers without enquiry authorities on the clients’ Accelerator accounts.

We’re replicating existing enquiry authorities on your Cash Management Account (CMA) so authorised third parties can have access to your Accelerator account information and ensure data feeds in your wealth ecosystem are complete and accurate.

Remove enquiry authority from your Accelerator account

You can remove existing enquiry authorities by removing it from the linked CMA.

You can remove your existing authorities by emailing us at transact@macquarie.com with an instruction to remove the third party from your CMA and Accelerator account. Please provide the relevant account number/s in this instruction so we can action this quickly for you.

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Unless stated otherwise, this information is provided by Macquarie Bank Limited AFSL and Australian Credit Licence 237502 (MBL) and does not take into account your objectives, financial situation or needs. You should consider whether it is appropriate for you. Finance is subject to our credit approval criteria. Terms and conditions apply and may change without notice.

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