You can give your financial adviser authority to trade on your Macquarie Online Trading account by completing the Macquarie Online Trading Third Party Authority Form and returning it to transact@macquarie.com.
If you wish to authorise data feeds to your adviser’s financial planning platforms as well, fill in the name of the data feed company in section 4 and tick: Authority over Macquarie Online Trading Account – Enquiry Authority.
Return the form to transact@macquarie.com.
Once the data feed is established, we’ll provide the data feed provider with contract note data and holding adjustments data where applicable.
Macquarie Online Trading offers data feeds to the following providers: