Macquarie Wrap Client View

This includes date of birth address phone number and email address.

Macquarie wrap client view. Having problems logging in. This area of the site is only available to financial advisers and clients who have pre registered for premium wealth management. Macquarie wrap clientview registration form use this form to register for clientview. It gives you a snapshot of your investment as and when you require it.

Macquarie wrap is the platform that gives you visibility flexibility and control of your clients investments. After a request has been submitted to update client contact details you ll be able to view the updated details of individuals through adviser online. More details guard against email fraud. To check client details for your macquarie wrap and your cash account clients.

If you ve been impacted and need to pause your home loan car and equipment loan or credit card repayments please fill out this form if you are a business banking client please reach out to your relationship contact. Clientview allows you to view reports and product information regarding your investment via the internet at any time. This allows your adviser to create a portfolio tailored to your specific wealth needs and goals. 1800 651 779 australian clients 0800 650 125 nz transact clients view our client help page for tips on logging in text sizes and browser settings.

Log in to adviser online. This area of the site is only available to financial advisers and clients who have pre registered for macquarie private portfolio management if you have forgotten your password call us on 1800 501 180. If you have forgotten your password call us on 1800 025 063. If you hold more than one macquarie account the same macquarie access code will apply to all accounts.