How can I view or update my details?

To ensure your access remains secure, it’s important to have up to date contact details. We’ll also need these if we need to contact you.

To check if your details are up to date:

1. Log in to Adviser Online
2. Select the icon next your name
3. Click on My profile

On the My profile page, you can view the following details:

• Your Macquarie ID
• When you last accessed Adviser Online
• When you last changed your password
• Your email address
• Your contact number
• Your office and mailing address.

Mobile phone updates can only be made over the phone. Please call us if your number is not up to date.

For all other contact detail changes, please let us know via live chat.

If your bank details change, you can update them to ensure that your fees and commissions are paid to the correct account. Please note that any change to your bank account details will be applied licence-wide and will affect all advisers under that dealer. You can’t update details for one specific adviser.

To update the bank details, you’ll need to provide us with the new bank details on the dealer letterhead. This must confirm the new banking details and be signed by two directors of the dealer.

This letter can be emailed to  adviser@macquarie.com.

You can change your password from My security or via the log in page.

To change your password from My security:

1. Log in to Adviser Online
2. Select the icon next to your name
3. Select My security
   
4. Select Update password
5. Enter your new password. We recommend picking a secure password and avoid easy-to-guess clues like your birthday or name, or commonly used passwords.
6. Make sure your password:
   • is between 8 and 256 characters long – that means you can use several words with spaces;
   • doesn’t repeat the same character more than three times in a row;
   • contains at least two letters; and
   • contains at least one character that isn’t a letter (number, space, or punctuation)
   • is not one of your previously used passwords
7. Click Update
8. On your mobile device, open the Macquarie Authenticator push notification
9.  Review the details
10. Click approve.

To change your password from the log in page:

1. From the Log in to Adviser Online page, select Forgot log in details?
2. Select Forgotten your Password
3. Enter your Macquarie ID and mobile number
   
4. Click Submit
5. On your mobile device, open the Macquarie Authenticator push notification
6. Review the details
7. Click Yes, reset
8. Click Dismiss
9. From the Adviser Online log in page, create your new password
10. Click Submit.

Your Macquarie ID is an 8-digit number you need to log in to Adviser Online. If you don't know it or have forgotten it, you can retrieve it via the Adviser Online log in page.

1. From the Log in to Adviser Online page, select Forgot log in details?
2. Select Forgotten your Macquarie ID
3. Enter your last name, date of birth, and the email address you have registered with us
4. Click Submit.

If the details match what we have on file for you, you’ll receive an email with your Macquarie ID.

You can log in any time with your retrieved Macquarie ID using your current password. If you’ve forgotten your password, you can reset it by following the steps above.