You can complete an online application to open a Macquarie Online Trading Account on your client’s behalf via Adviser Online which your client will need to authorise online.
To open an account on behalf of your clients:
- Log in to Adviser Online
- Select Applications and click Open an account from the left hand menu and then click Open Macquarie Online Trading
- If you can’t see Macquarie Online Trading on this page, you may need to register
- Confirm your AFSL status and whether this will be for a new client or an existing client. If you select existing CMA this will be used as the settlement account
- Select the account type, how the application will be submitted and if the client would like a margin loan
- Enter your client’s details in the primary applicant fields including all compulsory fields
- Enter any existing trading account details if applicable. If you’re transferring a HIN from another broker, the account must be in the same name as the Macquarie accounts you're applying for
- Enter an email to receive contract notes and any applicable service fees for executed trades
- Enter the CHESS and account mailing address and click Next
- Enter the details of the primary adviser on the account and select Next
- If you’ve selected the online acceptance method, your clients will receive an email. You can choose to add a personal message and for it to come from your email address or from Macquarie.
Review the application. Any mandatory fields that aren’t completed will be highlighted in red. Submit when ready.