Advisers and support staff can view the following online reports. Some reports are only available for certain product types (super, pension, or investment):
Adviser and support staff can view the following online reports. Some reports are only available for certain product types (super, pension, or investment):
*Only available for Macquarie Vision.
Your clients have access to the following reports through Macquarie Online:
To avoid maintaining two reports that show the same information and focus on supporting and developing our Adviser Online reporting suite.
We’ve kept core reports (like the portfolio valuation, cash transactions, and investment transactions) in Wrap Online for the purposes of batch reporting and to continue to facilitate access to key reports for our third-party users.
Log in to Macquarie Online Banking or the Macquarie Mobile Banking app and chat with a consultant in real time, Monday to Friday, 9am to 5pm Sydney time (excluding public holidays).
Please get in touch as soon as possible so we can work together to find the right solution for you.
Everyone at Macquarie is committed 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.
