Set up dealer level access

If you require access to all Macquarie Online Trading accounts under a specific dealer group, you can do this by getting access to each registered Adviser under that dealer group.  

To do this, complete a Support Staff Registration Form ensuring you list each adviser in section 3 whose clients you need access to. 

You’ll need to complete a new form each time a new Adviser is registered under the dealer group.

Manage your email alerts

If you’re the primary financial professional on a Macquarie Online Trading (MOT) account, you and anyone linked to your MOT Adviser Code will receive emails for order confirmations on your clients’ accounts. 

You can turn these alerts on and off at the Macquarie ID level. 

To update your email alerts go to trading.macquarie.com.au and log in with your Macquarie ID and Password. Once logged in:

  1. Click alerts on the left-hand menu
  2. Navigate to the Email order and booking notifications box in the middle of the page
  3. Tick or untick the alerts you’d like to start or stop receiving.

You can also update the email where we send notifications by clicking on change link next to your email.

Manage your client's email preferences

You can update your client’s booking and order notifications. Please note, you can’t turn off notifications for contract notes. 

To update your client’s email preferences, email their Macquarie Online Trading account number and the request to support@trading.macquarie.com from your registered email address.

Your client can also update their email preferences online. Please tell your client to visit Watchlists and alerts in Personal Help Centre.

Remove client's ability to trade

Macquarie Online Trading allows both you and your client to trade on their account.

To remove a client’s ability to trade, the account holder needs to complete a signed request, requesting that their authority is updated to enquiry only. The account holder can send their request to transact@macquarie.com.

Please note, at any time the client can ask to be updated to trading authority via a signed request.

Transfer shares to a Macquarie Online Trading Account

To transfer shares to a Macquarie Online Trading Account, the account holder needs to complete the relevant form below. If we don’t already have ID on file, please provide a copy when submitting the request to help speed up the process. 

The Broker PID for your Macquarie Online Trading Account is 2552. 

Moving an existing HIN from another broker when applying for a new Macquarie Online Trading account:

  1. When applying for a Macquarie Online Trading account, on the Macquarie Online Trading Account details page, select Yes – I have my Holder Identification Number (HIN)
  2. Once your application is submitted, you’ll receive an email with a link to a prefilled HIN Transfer form
  3. Return the signed form to transact@macquarie.com
  4. When opening the account, we will transfer your existing HIN and associated holdings.

Moving an existing HIN or shares from another broker or Macquarie Online Trading account:

  1. Please complete the Broker to Broker Transfer Request form. If you are looking to transfer a HIN from another broker or Macquarie Online Trading account but currently have shares in your HIN with a Macquarie Online Trading account, you must select the 2nd transfer option in section 2 of the form and list down the shares to be transferred
  2. The details at the other broker or other Macquarie Online Trading account must match the exact details with us to allow the transfer. If shares are currently held in a different name, the account holder will need to complete an Off Market Transfer Request form (at a cost of $55 per line).

Moving shares from a share registry:

  1. Shares held directly with a share registry are issuer sponsored shares and they have a Security/Shareholder Reference Number (SRN) that starts with a letter “I”. You can complete the Issuer Sponsored Conversion Request form to transfer issuer sponsored holdings into your Macquarie Online Trading account
  2. The details at the share registry must match the exact details with us to allow the transfer. If shares are currently held in a different name, you’ll need to contact the share registry to change the details before submitting the Issuer Sponsored Conversion Request form or complete an off market transfer
  3. Return the completed forms to support@trading.macquarie.com

Once we've received your request, we'll transfer the shares into your Macquarie Online Trading Account.

Expected timeframe for asset transfers

The time it takes to transfer assets to the MOT account will depend on how you complete the transfer. 
 
The timings below assume all requirements have been met. You can find the relevant forms to transfer assets at Adviser Tools which will also include any required supporting documents.

Issuer Sponsored Conversion  

  • 3 business days

 

Off Market Transfer  

  • 3 business days

HIN Transfer  

  • 3 business days once your MOT account is opened. You won’t be able to trade until the HIN has been transferred to your MOT account

Broker to Broker Transfer 

  • 3 business days

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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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