Objective
Selecting a correct Macquarie product and authority form can be confusing as there are many similar-sounding product names.
The purpose of this page is to provide a quick reference guide to help clarify the following:
- Product
- Authority process
- Authority Form
Please pay particular attention to any product labelled as Macquarie Trading.
List of Macquarie Broking/Wrap product
| Product | Data Feed |
Account Number Convention |
Associated Cash Account |
| Macquarie CMA | Macquarie Cash Products | N/A | N/A |
| Macquarie Direct Trade | Obsolete. Macquarie migrated any accounts to Macquarie Online Trading | N/A | N/A |
| Macquarie Edge | Obsolete Macquarie migrated any accounts to Macquarie Online Trading | N/A | N/A |
| Macquarie Equities Limited | Macquarie Trading - Macquarie Private Wealth - Macquarie Equities Limited | Seven numeric i.e 1234567 | Requires activation of a separate Macquarie cash data feed |
| Macquarie Equities Limited Share Trading | Macquarie Trading - Macquarie Private Wealth - Macquarie Equities Limited | Seven numeric i.e 1234567 | Requires activation of a separate Macquarie cash data feed |
| Macquarie Equity Lever | Bell Equity Lever | Seven numeric starting with a 2 i.e. 2345678 | Requires activation of a separate Macquarie cash data feed, but does automatically integrate loan accounts as part of the data feed. |
| Macquarie Equity Portfolio Service | Macquarie Wrap | A leading alpha character) followed by five numeric i.e. V12345 | Cash transactions integrated into the feed |
| Macquarie Full Service Stockbroking | Macquarie Trading - Macquarie Private Wealth - Macquarie Equities Limited | Seven numeric i.e. 1234567 | Requires activation of a separate Macquarie cash data feed |
| Macquarie Investment Accumulator | Macquarie Wrap | A leading alpha character followed by five numeric i.e. V12345 | Cash transactions integrated into the feed |
| Macquarie Investment Consolidator | Macquarie Wrap | A leading alpha character followed by five numeric i.e. V12345 | Cash transactions integrated into the feed |
| Macquarie Investment Manager | Macquarie Wrap | A leading alpha character followed by five numeric i.e. V12345 | Cash transactions integrated into the feed |
| Macquarie Investment - Non Custodial Equities | Macquarie Vision | A leading alpha character followed by five numeric i.e. D12345 | Cash transactions integrated into the feed |
| Macquarie Investment - Custodial Equities | Macquarie Vision | A leading alpha character followed by five numeric i.e. D12345 | Cash transactions integrated into the feed |
| Macquarie Online Trading | Macquarie Online Trading | six numeric i.e. 123456 | Requires activation of a separate Macquarie cash data feed |
| Macquarie Portfolio Broking | Obsolete | N/A | N/A |
| Macquarie Prime | Obsolete Macquarie migrated any accounts to Macquarie Online Trading | N/A | N/A |
| Macquarie Private Portfolio Management | Obsolete Macquarie migrated any accounts to Macquarie Wrap | N/A | N/A |
| Macquarie Private Wealth | Macquarie Trading - Macquarie Private Wealth - Macquarie Equities Limited | Seven numeric i.e. 1234567 | Requires activation of a separate Macquarie cash data feed |
| Macquarie Trading | Macquarie Trading - Macquarie Private Wealth - Macquarie Equities Limited | Seven numeric i.e. 1234567 | Requires activation of a separate Macquarie cash data feed |
| Macquarie Vision | Macquarie Vision | A leading alpha character followed by Five numeric i.e. D12345 | Cash transactions integrated into the feed |
| Macquarie Wrap | Macquarie Wrap | A leading alpha character followed by Five numeric i.e. V12345 | Cash transactions integrated into the feed |