Automated plans help you manage your client’s cash balance. You can choose to have:
- Automatic Cash Management
- Automatic Re-Balancing
- Dollar Cost Averaging.
Type of automated payment plans
Check your client’s automated plans
- Log in to Adviser Online
- Select Reporting under the Macquarie icon and click Client & adviser reporting
- Click run a report for an investment/self-managed super account OR run a report for a superannuation account OR run a report for a pension account
- Search for the account using either the account name or number
- Select Account Details using the white check box and click generate.
Automatic investment plans will be displayed under the Account Features heading. Your client’s account can either have (Y) or not have (N) an automated plan.
You can also run a report across all your clients' accounts to see who has Automatic Cash Management set up, instead of checking this individually. Learn more about creating and downloading client reports
Model portfolio
Automatic Cash Management must be linked to a client’s account on a client level. You can’t link Automatic Cash Management at a model portfolio level.
Cancel an automatic investment plan
To cancel an automatic investment plan, you need to put in an end date. If you want to the plan to end today, it’s important to keep in mind the day that your investment plan option runs. To find out more see:
If you just want to cancel at a later date, simply enter the last day of the month for the last month you want the plan to run.
Automated payment plans
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Account Income Redirection -
Amend the Dividend Reinvestment Plan elections for your client -
Check automated plans
Chat to us on Adviser Online
Chat in real-time with an adviser consultant Monday to Friday, 8am to 7pm Sydney time (excluding public holidays).
Resolve a complaint
Everyone at Macquarie is commited to providing our clients with the highest standard of products and services available. If you have feedback we would like you to tell us about it.