| Service and description | How to register... |
|---|---|
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your.clients@macquarie Register for access to your.clients for Macquarie cash and managed investments. You can also register to provide your employees with access to these services. |
Representative Registration |
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GearUp If you have clients with Macquarie investment loans, signup for online access to their details, accounts and loan balances. |
GearUp Registration |
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Wrap Solutions Macquarie's Wrap service giving you access to your clients' portfolios, online transactions and consolidated reporting. |
To register, please contact your Macquarie Business Development Manager |
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Bulk Transacting To register for Macquarie's Bulk Transacting service please contact your Macquarie Training Relationship Manager. |
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Wrap Third Party Access - Registration Investor representatives such as accountants, tax advisers and SMSF administrators can use this to register as a third party with Macquarie Wrap. Third parties will have online, view only access to Wrap accounts (once access has been granted by the account holder). |
Wrap Third Party Online Access: Registration |
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Wrap Third Party Access -Authorisation Wrap account holders can use this to authorise a registered third party (such as your accountant) to view your Wrap account information online. |
Wrap Third Party Online Access: Authorisation |
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Wrap Third Party Access - User Guide Wrap TPA is a convenient and simple way for third parties to view their clients’ account information, investments and transactions by generating account reports online. |
Wrap Third Party Access User Guide |