CMA for settlements

All Macquarie Online Trading (MOT) accounts need to be linked to a Macquarie Cash Management Account (CMA). 

When you want to buy an asset with the MOT account there’s no need to transfer money from the CMA to the MOT account. Once the trade is placed, the system will pull the required money from the CMA to fund the MOT account.

If your client already has a CMA in the same name as the trading account you are opening, you can open a MOT account and link it to the existing CMA.

If your client doesn’t have an existing CMA, you can open a MOT and CMA with a single online application.

Change the settlement account

To update the settlement account linked to a MOT account, please send a signed request from the account holders with instructions to transact@macquarie.com 

Please note, the settlement account needs to be another Macquarie CMA and be in the same name as the MOT account. 
 
If you’re updating the linked account as the trustees have changed, please refer to Share transfers and ownership changes in Personal Help Centre.

Can you have multiple MOT accounts linked to a single CMA?

No. Each MOT account needs to be linked to its own Macquarie CMA. 

You can have multiple MOT accounts in the same name, though they need to each have their own Macquarie CMA.

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).

Tell me more

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. 

Find out more

Talk to us today

To speak to a specialist complete this form and we'll be in touch.

Request a call
Download Macquarie App

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.

Apple Pay, the Apple logo & iPhone are trademarks of Apple Inc, registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Android Pay, the Android Logo and Google Play are trademarks of Google Inc. MasterCard and the MasterCard Brand Mark are registered trademarks of MasterCard International Incorporated. BPAY is a registered trademark of BPAY Pty Ltd ABN 69 079 137 518.

Other than MBL, none of the Macquarie Group entities referred to are authorised deposit-taking institutions for the purposes of the Banking Act 1959 (Cth), unless noted otherwise. Their obligations do not represent deposits or other liabilities of MBL. Unless otherwise stated, MBL does not guarantee or otherwise provide assurance in respect of the obligations of that entity.

© Macquarie Group Limited