Adviser Online login and navigation

1. From the global search bar, click Clients from the drop-down menu
2. Search for your client’s name
3. Click their name from the drop-down list.

You can find a client’s account in two ways:

Option 1 – Account search

1. From the global search bar, click Accounts from the drop-down menu
2. Search for your client’s account number or name
3. Click their account name from the drop-down list.

Option 2 – Side navigation 

1. Hover your mouse over Clients in the menu and click Accounts
2. Search for the account in the account search bar by using either the account number or name
3. Click their account name from the results presented.

There are three ways you can search for transactions:

Option 1 – Account search

1. From the global search bar, click Accounts from the drop-down
2. Search for your client’s account number or name
3. Click their account name from the drop-down list
4. Click Transactions
5. For a Wrap account, click either the Cash or Investment tab
6. Search for a transaction in the search bar or use the filters to refine your search.

Option 2 – Client search

1. From the global search bar, search Clients from the drop-down menu
2. Search for your client’s name
3. Click their name from the drop-down list
4. From the Client overview page, click the account from the Accounts section on the page
5. Click Transactions
6. For a Wrap account, click either the Cash or Investment tab
7. Search for a transaction in the search bar or use the filters to refine your search.

Option 3 – Side navigation

1. Hover your mouse over Clients in the menu and click Cash transactions
2. Search for a transaction in the search bar or use the filters to refine your search.

To view your details, view your access details, view and set notifications, view your security information, check on the status of your ESI (used for downloading data into external software) and review important legal information, click on your user profile dropdown menu.

Access notifications and change your notification preferences by clicking the bell next to the search bar. You can set global notifications for your clients’ cash accounts:

• Cash balance thresholds
• Insufficient funds for upcoming payments.

You can also use the notification bell to access your Wrap notifications:

1. Click the bell notification button next to your profile and click View wrap alerts
2. Click your adviser code
3. Click the number under alert details to see your wrap alerts sorted by date.

The Adviser Online menu is located on the left-hand side of the screen. From here you can navigate the Adviser Online site.

By default, the menu is pinned to the side of the screen. If you want to un-pin the menu, click the blue thumbtack icon at the bottom of the pinned menu.

To access the un-pinned menu, hover over the three lines underneath the Macquarie icon. From here you will be able to see the options available to you. To re-pin the menu:

1. Hover your mouse over the three lines underneath the Macquarie icon
2. Click the thumbtack icon Pin menu at the bottom of the menu. It will turn blue to indicate the menu is pinned again.

Adviser Online is now the single point of entry to Wrap Online.

To improve the Adviser Online and Wrap Online user experience, we’ve added a redirection to the portal selection page if you try to access Wrap Online directly.

To make it easier for you to access Adviser Online, we recommend you add the Adviser Online log in page to your bookmarks.

You can easily navigate to Wrap Online from Adviser Online. Log in to Adviser Online and select the Go to Wrap Online button in the top right-hand corner of the dashboard.