You can filter for accounts in Adviser Online. You can filter for clients, products, or specific clients.
To search for all Macquarie Cash Management Accelerator Account (Accelerator) accounts, use the search term ‘CHI-Cash Management Accelerator Account’. This will return a list of clients with an Accelerator account.
If you’re searching for a specific client, all their associated accounts will be bundled together once searched by account name.