As a broker, you can give your support staff access to your portfolio in the Broker Portal. Giving support staff access will enable them to securely:
Your support staff will be provided with their own dedicated log-in credentials, which they can use each time they log in.
Here’s how you can give your support staff access to your portfolio in Broker Portal:
You’ll need to share your support staff member’s contact details, so we can set up their user profile on the Broker Portal. Their contact details will also be used for:
International mobile numbers can generally be used for support staff based overseas.
Support staff can have access to multiple brokers’ portfolios on the Broker Portal. The scenarios below detail the best way to set this up for your staff and your office.
Support staff will only need to be set up once for each office they support. Once they’ve been set up, you’ll be able to provide them with access to your portfolio in the Broker Portal by adding them to your team from the ‘Existing Support Staff in Office’ list. Your support staff will only need one Macquarie ID to access multiple brokers' portfolios on the Broker Portal.
To search for applications and existing clients for each broker, they can log in using their Macquarie ID and then can access information for all brokers using our self-serve digital tools e.g. inflight application tracking, live chat and requesting a variable rate review for existing clients.
Managing multiple Macquarie IDs for the same office - if your support staff has received multiple Macquarie IDs from brokers in the same office, this means that the staff member has been added as a new support staff member by multiple brokers. You should remove access for the duplicated support staff in the Broker Portal. Instead, you should provide them with access to your portfolio in the Broker Portal by adding them to your team from the ‘Existing Support Staff Office’ list.
If brokers from different offices are supported by the same staff member, they’ll need to be set up separately, following the above process, for every office they support. For every office, the support staff will have a different Macquarie ID and log in details. They’ll also need to link each Macquarie ID to their Macquarie Authenticator.
When using our self-serve digital tools (e.g. inflight application tracking, live chat and requesting a variable rate review for existing clients), the support staff will need to log in using the Macquarie ID linked to the broker that introduced the application.
Definition of ‘same office’
For the purposes of support staff accreditation, ‘same office’ refers to brokers within the same office and same aggregator. An office with multiple locations, may not always be considered a ‘same office’.
Please check your support staff’s contact information has been entered correctly when you register them, as any incorrect information will impact the onboarding process.
If your support staff:
If their contact details are incorrect, you’ll need to remove their access and request access for them again with the correct contact details. They’ll receive a new Macquarie ID, which will need to be linked to Macquarie Authenticator when they next log in to the broker portal.
To update your support staff member’s contact details, you’ll need to remove their access and request access for them again with their correct contact details, which takes up to five minutes. They’ll receive a new Macquarie ID, which will need to be linked to Macquarie Authenticator when they next log in.
As an accredited Macquarie Broker, it’s your responsibility to:
You can review and manage your support staff member’s access to your portfolio in Broker Portal in the Support Staff section of the Broker Portal.
To remove a support staff member’s access to your portfolio in the Broker Portal:
To remove access for multiple support staff, you’ll need to complete the above steps for each staff member you’d like to remove.
If you’ve accidentally removed access for a support staff member, you can request access for them again, which takes up to five minutes. They’ll receive a new Macquarie ID, which will need to be added to Macquarie Authenticator when they next log in to the broker portal.
There are some scenarios where your support staff will automatically lose access to the Broker Portal. Examples include:
If applicable, you’ll need to re-add your support staff to provide them with access to your new office and/or aggregator.
If we remove your support staff member’s access, we’ll send an email to you and the support staff member to let you know.
You and your support staff will need to agree to the following terms and conditions for them to gain access to the Broker Portal.
Macquarie is committed to providing excellent service and outcomes for its customers and expects the same of all accredited brokers and their staff and those assisting them (“Support Staff”).
The below requirements set out the minimum standards that Macquarie expects of brokers when providing Broker Portal access to their Support Staff.
By proceeding, I acknowledge and agree to the following:
Any breach of these requirements may result in Macquarie terminating my accreditation and/or taking further steps in connection with any breach.
Macquarie is committed to providing excellent service and outcomes for its customers and expects the same of all accredited brokers and their staff and those assisting them (“Support Staff”).
The below requirements set out the minimum standards that Macquarie expects of Support Staff and the commitments you make each time you interact with Macquarie.
By proceeding, I acknowledge and agree to the following:
I also confirm that:
A breach of these terms may result in Macquarie revoking my access to Broker Portal or terminating the accreditation of a broker I assist, and/or taking further action in connection with any breach.
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