How do I download contract notes?

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:

  1. Log in to Adviser Online
  2. Select Transacting on the Adviser Online menu beneath the Macquarie icon and click Work in progress
  3. Click View contract notes
  4. Search for the account and date range. Note that the date range is set to the day’s date by default
  5. Click Search to see any contract notes.

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Unless stated otherwise, this information is provided by Macquarie Bank Limited AFSL and Australian Credit Licence 237502 (MBL) and does not take into account your objectives, financial situation or needs. You should consider whether it is appropriate for you. Finance is subject to our credit approval criteria. Terms and conditions apply and may change without notice.

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