What online reports are available to me via Macquarie Online for my Wrap account?

You have access to the following reports through Macquarie Online

  • Portfolio valuation
  • Account details
  • Superannuation/pension details
  • Cash transactions
  • Investment transactions
  • Asset allocation
  • Income & expenses* (investment accounts only)
  • Portfolio snapshot
  • Income details – accrual basis
  • Income details – cash receipt basis (investment accounts only)
  • Tax report (investment accounts only)

Why have you removed some reports?

To avoid maintaining two reports that show the same information and focus on supporting and developing our Macquarie Online reporting suite.

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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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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.

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