How do I link a margin loan?

To link a margin loan to an existing Wrap Investment account or standalone Cash Management Account (CMA):

What authority does a margin lender have on my client's account?

For margin lender accounts, the margin lender is the signatory and the client has enquiry authority only, so all account requests that are signed by the client must also be signed by the margin lender.  

This includes but is not limited to: 

  • periodic payments from the Cash Management Account (CMA), Cash Account or Wrap Cash Account
  • direct debits
  • Macquarie Online access.

How do I de-link a margin loan?

To remove a margin loan from an existing Wrap Investment account or standalone CMA:

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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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