When you log in to Active Banking for the first time you must accept the Macquarie Bank Limited (MBL) Terms and Conditions before you will be able to access Active Banking.
You must re-accept the Terms and Conditions each time changes are made to them.
After 20 minutes of inactivity, you will automatically be logged out
Go to the web address macquarie.com/activebanking
Enter your alias or your 8 digit Macquarie Access Code (MAC) in the Macquarie ID field.
Tab to the Password field and enter the password you have been provided with. Passwords are case sensitive and must be 6 to 256 characters in length.
Click the Login button.
1. Go to the web address macquarie.com/activebanking
2. Click on the link to Reset password. This is located under the Login button.
3. Enter your 8 digit Macquarie Access Code (MAC) in the Macquarie Access Code field.
4. Tab to the Mobile phone number field and enter your mobile number. The mobile number entered must be the same as the mobile number recorded in Active Banking.
5. Click the Submit button.
6. A SafeCode will be sent to you by SMS to your mobile phone, enter this in the SafeCode field.
7. Click the Submit button.
8. You will be prompted to create a new password.
9. Enter your new password in the space provided next to New Password.
10. Re-enter your new password in the space provided next to Confirm New Password.
11. Click the Submit button.
12. You will be prompted to log in to Active Banking, using the new password you just created.
To logout of Active Banking, click Logout.
To close the browser window, click the X in the top right hand corner of the screen.
1. From the navigation tool bar click the Accounts & Statements tab.
2. Select the account/s you wish to search on, click the check box next to the specific account/s located on the left had side of the Account List. To select all of the accounts from the list being displayed click the check box next to the Account name. You cannot select individual accounts from different pages.
3. To view the transactions for the selected accounts, click Find & view transactions.
4. You can narrow your search by entering specific search criteria. You can select one or more search criteria from the options available:-
5. Once you have entered your search criteria, click the Find transactions button.
6. Use the ascending or descending functionality to change the sort of the list of transactions.
7. Use the navigation functionality to navigate through the Transaction List page.
8. To change the accounts you are searching on, either click the Back button located under Search criteria or click the Change selection button.
9. Select the accounts that you wish to search on.
10. Click the Find & view transactions button.
1. From the navigation tool bar click the Accounts & Statements tab.
2. Select the account/s you wish to view the statement/s for, click the check box next to the specific account/s located on the left hand side of the Account List. To select all of the accounts from the list being displayed click the check box next to the Account name. You cannot select individual accounts from different pages.
3. To view the statements for the selected accounts, click Generate statement/s.
4. Enter the date period of the statement/s you would like to view in the format dd/mm/yy. Active Banking defaults the “from” and “to” date period to the previous working day.
5. Click the Generate statement button. If you have generated multiple statements as part of your search the account number associated with each statement is displayed in the Bookmarks tab on the left hand side of the screen.
6. Click the account number to view, print or save the statement/s.
7. To print the statement/s you are currently viewing, click the Print button.
8. To save the statement/s you are currently viewing, click the Save button.
9. To change the accounts you are viewing statements for click the Change selection button.
10. Select the accounts you wish to view statements for.
11. Click the Generate statement/s button.
12. Enter the date period for the statement/s you would like to view.
13. Click the Generate Statement button.
If you are having trouble with this function, please ensure your internet browser security settings are set up to allow this function.
If you are having trouble with this function, please ensure your internet browser security settings are set up to allow this function.
To change the account you are searching within:
If you are having trouble with this function, please ensure your internet browser security settings are set up to allow this function.
To take advantage of online account closure functionality you will need to consider the required system access permissions.
Step | Description | Active Banking access required |
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1. | Initiate account closure request | Create level access to the account being closed is required to initiate a closure request. |
2. | Authorise/submit closure request | Authorise level access is required by users to authorise/submit all account closure requests. |
Help |
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1. Select Open & Manage Accounts. When accessing Open & Manage Accounts the default page will be Manage Accounts. To close a Term Deposit you will need to select the Term Deposits page before moving on. For all other accounts, proceed on the Manage Accounts page.
2. Select the account you would like to close.
3. Select Close Account.
4. Select Yes or No to indicate if you would like to provide TFN, ABN or exemption details as part of the account closure request. If you do not want to enter TFN, ABN or exemption details select No and then select Next.
5. Enter the Beneficiary details. Use the drop down menu to select the Type. If Type Exemption is selected the TFN or ABN is not required, but you will need to provide an Exemption reason. If Under 16 years of age is selected as the exemption reason a Date of birth is required.
6. Enter the TFN or ABN of the beneficiary.
7. Enter the Full name of the beneficiary.
8. Enter the Address of the beneficiary, including City or suburb, State, Postcode and Country.
9. Select Next.
10. The Closure information section provides a summary of the account being closed, this includes:
Note: Not all of the above fields will appear for all account closure types.
11. Select Single Closing transaction or Multiple Closing transactions to indicate how you would like to distribute the closing balance of the account:
The Single Closing transaction option allows you to pay the closing balance of the account to a single payee:
12. Use the drop down menu to select Type. You can select Transfer, RTGS or Bank Cheque:
13. If Bank Cheque has been selected as the Type, use the drop down menu to select Bank cheque delivery. You can select By express post or Hold for collection - Sydney, Melbourne, Brisbane, Western Sydney, Perth, Adelaide, Newcastle, Gold Coast or Canberra.
The Multiple Closing transactions option allows you to pay the closing balance of the account to multiple payees:
14. Use the drop down menu to select Type. You can select a combination of Transfer, RTGS or Bank Cheque:
15. To enter the details for additional payees select the Add another row link.
16. Contact details are required in case we need to contact you in relation to the account closure request. The Contact name, Daytime contact number or Mobile number are defaulted base on the Macquarie Access Code (MAC) details of the user currently logged in to Active Banking.
17. Select Save.
18. The Close Account – Closure Saved and Pending Authorisation page is presented. From this page you can:
Modify from Close Account Details
To take advantage of online account opening you will need to consider the following:
Step | Description | Active Banking access required |
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1. | Initiate account opening request | Create level access to the facility is required to initiate an opening request |
2. | Authorise or submit opening request | Authorise level access is required by users to authorise an account opening request that includes a funds transfer. Create level access is required by users to submit an account opening request that does not include a funds transfer |
Help |
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1. Select Open & Manage Accounts.
2. Select Open Account.
3. Enter the New account details. Use the drop down menu to select the Facility.
4. Use the drop down menu to select the Account type. The account type options available for selection are determined by the facility selected.
5. Enter the Account name of the account. Include any matter or reference numbers you want included as part of the account name.
6. Use the drop down menu to select the Investment term. You can select one of the standard investment terms 1 month, 2 months, 3 months, 4 months, 6 months, 8 months, 9 months, 1 year or 2 years or Specify term deposit maturity date. If the Specify term deposit maturity date option is selected, a Term deposit maturity date will need to be provided.
7. Use the drop down menu to select the Maturity instructions.
8. Select Yes or No to indicate if you would like to provide TFN, ABN or exemption details as part of the account closure request. If you do not want to enter TFN, ABN or exemption details select No and then select Next.
NOTE: To complete this section of the account opening request you will need to provide the full name and then either the address or the TFN, ABN or exemption details. You do not need to provide all of the information to open the account if it is not available. It is not a legal requirement to provide a TFN, ABN or exemption reason. You can also provide TFN, ABN or exemption details at a later date by navigating to Open & Manage Accounts, selecting the account and clicking Provide TFN, ABN or Exemption.
9. Enter the Beneficiary details. Use the drop down menu to select the Type. If Exemption is selected the TFN or ABN is not required, but you will need to provide an Exemption reason. If Under 16 years of age is selected as the exemption reason a Date of birth is required.
10. Enter the TFN or ABN of the beneficiary.
11. Enter the Full name of the beneficiary. This is your full name as recorded with your TFN with the Australian Tax Office.
12. Enter the Address of the beneficiary, including City or suburb, State, Postcode and Country. You can add the TFN, ABN or exemption details for up to six beneficiaries on the same account opening request. To add the details for more beneficiaries select the Add another beneficiary link.
13. Select Yes or No to indicate if you would like to include a funds transfer with the account opening request. If you select No, then please proceed to the Additional information section.
14. Select Direct debit or Internal transfer to indicate where the funds transfer amount is to be debited from.
15. Enter the Purpose of account. The purpose of account should describe the main reason for opening the account. The following are some examples that may be used and have been provided as a guide only:
Insolvency
Strata
Real Estate
Legal
Investment (other)
16. Enter the Source of funds. The source of funds should describe the primary source of the funds being credited to the account. The following are some examples that may be used and have been provided as a guide only:
Insolvency
Strata
Real Estate
Legal
Investment (other)
17. Select Reinvest to this account or Transfer to another account to indicate where you would like any credit interest to be paid:
18. Contact details are required in case we need to contact you in relation to the account opening request. The Contact name, Daytime contact number or Mobile number are defaulted base on the Macquarie Access Code (MAC) details of the user currently logged in to Active Banking.
19. Select the Deposit Products and Non cash Payments Facilities Product Disclosure Statement (PDS) link to view our current PDS.
20. Select the Account Opening Terms and Conditions link to view the terms and conditions that govern the operation of the account being opened.
21. Once the account opening request details have been completed select Next.
22. If the account opening request includes a funds transfer the Open Account – Account Opening Saved and Pending Authorisationpage is presented. From this page you can:
23. If the account opening request does not included a funds transfer the Open Account – Preview Account Opening Detailspage is presented.
1. Select Open & Manage Accounts.
2. Select History.
3. Enter the Date from and to dates to indicate the search period. Any dates entered must be in the format dd/mm/yy. Active Banking will default the Date from to seven days prior to today’s date and the to date to today’s date.
4. Select Go.
1. Select Open & Manage Accounts.
2. Select Term Deposits.
3. Select the account you would like to provide alternative maturity instructions for.
4. Select Update term deposit maturity.
5. Use the drop down menu to select the Term deposit maturity option. You can select one of the standard investment terms presented or Std At Call Investment. If the Std At Call Investment option is selected the Term Deposit account will be changed to a standard At Call account at maturity.
6. Select Save.
How to close a Term Deposit at maturity
1. From the navigation tool bar click on the Transfers & Payments tab.
2. Within the Create Payment tab select an account you wish to make a payment from. If you have multiple accounts you can use the filter option at the top of the list to narrow your search.
3. Select Funds transfer from the action box on the right.
4. On the Create Funds Transfer page enter the amount you wish to transfer.
5. Complete the payee account details or select from Find existing payee.
6. If you wish to save this account to your payee list then check the Save detail to payee list box.
7. Complete the optional description fields.
8. Select the timing either current payment date, future payment date or recurring:
9. Click Save.
10. Enter authorisation details on the Funds Transfer Pending Authorisation page or from the Pending Authorisation.
Note: Funds transfers cannot be made to credit cards. Please use BPAY to do this.
1. From the navigation tool bar click on the Transfers & Payments tab.
2. Within the Create Payment tab, select an account you wish to make a payment from. If you have multiple accounts you can use the filter option at the top of the list to narrow your search.
3. Select BPAY from the action bar on the right.
4. On the Create BPAY page, enter the amount you wish to transfer.
5. Complete the Biller code and customer reference number details or select a pre-saved biller from Find existing biller link.
6. If you wish to save the details to your biller list then check the Save detail to biller list box.
7. Complete the optional description fields.
8. Select the timing of either current payment date, future payment date or recurring:
9. Click Save.
10. Enter authorisation details on the BPAY Pending Authorisation page or from the Pending Authorisation .
1. From the navigation tool bar click on the Transfers & Payments tab.
2. Within the Create Payment tab select which account you wish to make a payment from. If you have multiple accounts you can use the filter option at the top of the list to narrow your search.
3. Select Group Payment from the action bar on the right.
4. A list of templates available for your account will be displayed. To use an existing template, choose the template and select Create payment using template otherwise select Create new payment.
5. Enter the description you would like to see on your statement in the Description of transfer field and then select either Payment or Salary as most correctly reflects your payment type.
6. For each payee enter the To account name, BSB number, Account number, Description to payee and Amount. You can search your payee list by clicking on the magnifying glass to the right of the To account name, or search the BSB list by clicking on the magnifying glass to the right of the BSB number. Entering a Description to Payee is optional, and reflects what the payee will see on their statement.
7. The Add more rows button can be used to add additional rows to your payment if required.
8. Once you have finished entering the payment details, you have the option of saving the details as a template that can be used again in the future. Simply click Save as template and using the dropdown select either Include amounts or Exclude amounts . This option determines whether the individual payment amounts are stored in the template.
9. The option to Hide details from others ( Private ) if selected ensures that no other individual is ever able to see the details of the group payment.
10. Select the timing for your payment to be either current payment date, future payment date or recurring:
11. Select Save.
12. Enter authorisation details from the Group Payment Pending Authorisation page or from the Pending Authorisation.
1. From the navigation tool bar click on the Transfers & Payments tab.
2. Within the Create Payment tab select an account you wish to make a payment from.
3. Select Domestic Telegraphic Transfer from the Choose an action box on the right.
4. On the Create Domestic Telegraphic Transfer page enter the amount you wish to transfer, the Account name, BSB number, Account number and to payee. Entering the Description to payee is optional and reflects what the payee will see on their statement
5. Select how you would like the Domestic Telegraphic Transfer fee to be paid. Either: Deduct fee from account, Deduct fee from the transfer amount prior to processing, or Deduct fee from the following Macquarie Business Banking account.
6. Check the defaulted Contact name, Daytime contact number and Mobile number details are correct. If necessary amend the defaulted details.
7. Click Save.
1. From the navigation tool bar click on the Transfers & Payments tab.
2. Within the Create Payment tab select an account you wish to make a payment from.
3. Select International Telegraphic Transfer from the Choose an action box on the right.
4. On the Create International Telegraphic Transfer page enter the currency you wish to transfer (you can send either Australian dollars or foreign currency). If you select foreign currency, you will need to select the Currency type from the drop down box. When sending foreign currency, you can elect to enter either the Australian dollar or foreign currency amount you wish to transfer.
5. Select the Beneficiary’s Bank name, Beneficiary account number, SWIFT CODE / BIC Code, Branch Code / ABA Routing / Sort Code / Transit number, and Bank address. You also are required to provide the Correspondent Bank’s name or SWIFT Code. If you do not know this, please select the tick box and Macquarie will source this on your behalf.
6. Select how you would like the International Telegraphic Transfer fee to be paid. Either: Deduct fee from account, Deduct fee from the transfer amount prior to processing, or Deduct fee from the following Macquarie Business Banking account.
7. Check the defaulted Contact name, Daytime contact number and Mobile number details are correct. If necessary amend the defaulted details.
8. Click Save
You can only modify a payment if it has one of the following statuses:
For Funds transfer payments you can modify the following information:
For BPAY payments you can modify the following information:
For Group payments you can modify the following information:
For Telegraphic transfer payments you can modify the following information:
Please note that you cannot modify a same day payment that has been fully authorised and that any modifications to a future dated payment will require the payment to be authorised again.
Once a payment has been fully authorised, it cannot be deleted or stopped.
If a payee has been created or the BSB and/or account number of an existing payee has been modified as part of a Funds Transfer or Group Payment, the payee is authorised as part of the payment.
If a payee has been created or the BSB and/or account number of an existing payee has been modified outside of a payment, you can authorise them separately.
At the time of authorising, some payments will be returned with a message asking you to contact your Relationship Manager. Please note at this stage the payment has not been processed.
It is also recommended to check the Pending Authorisation on days that payments are due. Some payments (e.g. future dated or recurring payments) may not have passed our system checks and are listed in the Pending Authorisation with a status of Pending MBL Auth. Please contact Client Support or your Relationship Manager to discuss these payments.
BPAY® Registered to BPAY Pty Ltd ABN 69 079 137 518
Adelaide
151 Pirie Street
Adelaide SA 5000
Brisbane
Level 16a
345 Queen Street
Brisbane QLD 4000
Canberra
Level 7 Canberra House
40 Marcus Clarke Street
Canberra ACT 2601
Gold Coast
Level 10, Niecon Tower
19 Victoria Avenue
Broadbeach Mall
Broadbeach QLD 4218
Melbourne
Level 23
101 Collins Street
Melbourne VIC 3000
Newcastle
Suite 1 / Level 3
19 Honeysuckle Drive
Newcastle NSW 2300
Perth
Level 3
235 St Georges Terrace
Perth WA 6000
Sydney
1 Shelley Street
Sydney NSW 2000
Western Sydney - Parramatta
Suite 2 / Level 6
9 George Street
Parramatta NSW 2150
You can view a list of cheque stops on an account and stop payment on individual cheques that have not been presented for payment.
You can order, maintain and export your DEFT reference numbers online through DEFT References.
Some business software packages use the Primary and/or Secondary ID to reconcile their accounts.
Please note, if no Primary ID is supplied, your download file will use the DEFT reference number as the primary ID.
You may choose to export a list of DEFT Reference numbers linked to a particular account.
If you are having trouble with this function, please ensure your internet browser security settings are set up to allow this function.
You can use the Forms link to download Macquarie Bank forms. From here, you may also Download Adobe Acrobat Reader, if this is not already installed on your computer.
Click the Forms link
Select the form you require by clicking the Download link. Some forms may be completed on-line. All forms may be printed and completed by hand.
To print the form click the Print button.
To generate a one-time password:
1. Turn on your Active Banking password token by pressing the button. Four dashes are displayed on the screen
2. Enter the token PIN using the numeric keypad. A token PIN will have been provided to you, so you will need to enter this PIN. If you have subsequently changed your PIN, enter the PIN you picked
3. The one-time password number is displayed on the screen. Enter this number into the calculator password field on the authorisation page in Active Banking.
To change the token PIN:
You can use My Details and Preferences to update your contact details and preferences or change your Active Banking password.
Make sure you enter or update your mobile number. If you have an Australian mobile number recorded here, it will allow you to reset your password online if ever you forget it. Read more about Forgotten password.
Click My Details and Preferences.
Amend your details or personal preferences as required. You have the ability to:-
Update or add your email address.
Update or add your Daytime Contact Number.
Update or add your Mobile Number.
Update your Preferred Contact method. Select either Email, Phone or Mobile.
Select your preferred Start page. Each time you login to Active Banking, your preferred start page will be displayed.
Select the preferred number of items that you would like displayed when carrying out certain enquiries. You may select from 5, 10, 20, 50, 75 or 100 items which will apply to enquiries on Transaction List and Account List.
Click the Save button to save your changes.
Click My Details and Preferences.
Click the Change Password button.
Enter your current password in the space provided next to Current Password. Passwords are case sensitive and must be 6 to 8 characters in length and should not be the same as your previous password.
Enter your new password in the space provided next to New Password.
Re-enter your new password in the space provided next to the Confirm New Password.
Click the Login button.
Fee Type | Description | Charge $ Per Item |
---|---|---|
Online Banking | Electronic Transactions | $0.20 |
Password Token | 1 complimentary (per business), $65.00 for each additional | |
Online Cheque Stop | $3.00 | |
Online Domestic Telegraphic Transfer | $25.00 | |
Online International Telegraphic Transfer | $30.00 |
Government taxes and other charges may apply. These fees and charges are reviewed regularly and Macquarie reserves the right to change them. Changes will be notified to you according to Macquarie's account terms and conditions. All charges include GST where applicable. |
Please refer to the Product Disclosure Statement for a complete listing of all fees and charges
To ensure the best possible experience when using Active Banking, the following information may assist with resolving some common issues that may occur.
Optimum browser versions
Optimum browser settings
Active Banking uses 'pop-ups' to enable the downloading of transaction files (download files) and statements. Some internet browsers block pop-ups to protect users from unwanted pop-ups.
In addition, Active Banking uses code called 'JavaScript' throughout the site to perform various functions. Depending on your security settings, your internet browser may block this script from running – resulting in Active Banking not displaying or functioning correctly.
To address these issues please refer to the below set of optimum settings for your browser. Please note that the changes suggested here will only affect the levels of access to and from the Macquarie websites. It will not affect any security settings or access to and from other sites.
Troubleshooting
Browsers often 'cache' content so that they can present the same information quickly on subsequent occasions instead of re-loading the information each time. This can sometimes cause issues with opening transaction files and statements. If you have such issues, clearing the cache can be a solution.
The steps to clear cache can vary slightly depending on the type and version of browser you have. Find the 'Help' or '?' in your browser menu and search for 'clear cache'. Follow the steps given.
You can use Contact Us to ask a question, make a suggestion or obtain our contact telephone and fax numbers. You may also update your contact information.
Prior to submitting your email, please ensure your contact details are correct.
Click the Contact Us link. Active banking will default to contact us via email, to contact us via phone, click the Phone tab.
If any information is missing or incorrect in contact us, update your Email Address and Contact Phone Numbers by clicking Go to My Details and Preferences.
Enter your Preferred Contact method. This is the method of contact we will use to respond to your question or suggestion.
Use the drop down selection menu to select the Category of your query, either Ask a Question, Make a Suggestion, Send a Compliment or Raise an Issue
Type your message in the space provided.
Click the Submit button.
A “Thankyou for your email” message and reference number will be displayed. Use the Print button to print the details. A Client Support specialist will respond to your query by the next business day.