Contract notes are a copy of a trade confirmation for listed securities. As an adviser, you can view and download contract notes for any previous trades through Adviser Online.
To download contract notes:
- Log in to Adviser Online
- Select Transacting on the Adviser Online menu beneath the Macquarie icon and click Work in progress
- Click View contract notes
- Search for the account and date range. Note that the date range is set to the day’s date by default
- Click Search to see any contract notes.