Registrations and access for the Model Manager Portal

To register a new business for the Model Manager Portal, the dealer will need to complete a Model Manager registration form.

To complete the form and register a new dealer, please:

1. Download and print the form
2. The signatories from the sub-advisory agreement will need to sign Section 2. Please refer to Ways we accept client signatures.
3. Once complete, please email your form and signatories to adviser@macquarie.com.

What happens next?

We’ll process and email the newly registered business with their login code within three to five business days. We'll get in touch if we require any further documentation from you.

There is also a form to register staff members.

To register a new staff member, they’ll need to complete a Model Manager Portal Staff Registration form.
 
To complete the form and register a new staff member you must:

1. Download and print the form
2. The signatories from the sub-advisory agreement will need to sign Section 3. Please refer to Ways we accept client signatures.
3. Once complete, please email your form and signatories to adviser@macquarie.com.

Levels of access

There are three levels of access that can be provided:

1. View only: staff members can only view information. This includes download functionality.
2. Partial: staff members will be able to view information and submit, withdraw and re-assign model update cases. 
3. Full: staff members will have full portal functionality.

As you’re granting a staff member access, it’s your responsibility to:

• consider the eligibility of the individual and their specific access rights; and 
• notify us immediately of any changes to support staff so access can be altered or removed as required.

Please read the terms and conditions before registering and/or granting staff access.

What happens next?

We’ll process and email the newly registered business with their login code within three to five business days. We'll get in touch if we require any further documentation from you.

There is also a form to register your business (above).  

To add, amend or remove access, users will need to submit a Model Manager Portal Staff Registration form updating their details or access levels. 

You can download this form from Adviser Tools by searching for Model Manager Portal Staff Registration 

Please note this needs to be signed by an authorised person who is listed in the Sub-Advisory Agreement.