There are some reporting options available that let you run reports across all your dealer code(s).
To run a report at a dealer level:
Download transactions allows you to download reports across investment, super and pension accounts, including investment transactions, cash transactions and income transactions.
Download account details allows you to generate an Excel report across a dealer level that includes account numbers, names, client details including address, contact number, TFN status and DRP election.
Download reports allows you to run a range of reports across a dealer code.
These reports include:
If a report you’ve selected doesn’t appear, you may have ‘Pop-Up Blockers’ activated on your computer. You’ll need to switch off the Pop-Up Blockers to be able to view the selected reporting.
Chat in real-time with an adviser consultant Monday to Friday, 8am to 7pm Sydney time (excluding public holidays).
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.
